Financial

Charitable Gift Annuity Agreement

Philanthropic investment contract providing lifetime income to donors while benefiting charities, covering payment rates, beneficiary rights, and charitable remainder distributions.

Key Clauses

1

Financial Terms

Specifies principal amounts, interest rates, payment schedules, and financial obligations of each party.

2

Default and Remedies

Defines events of default and the remedies available to the non-defaulting party.

3

Representations and Warranties

Contains assurances from each party regarding their authority, financial condition, and compliance.

4

Security and Collateral

Describes any collateral pledged to secure obligations under the agreement.

5

Regulatory Compliance

Ensures the transaction complies with applicable financial regulations and reporting requirements.

Use This Template

When You Need This

  • Elderly donor creating annuity for lifetime income while supporting charity
  • Retiree establishing gift annuity for tax benefits and charitable giving
  • Individual setting up annuity for spouse's financial security and philanthropy
  • Major donor using annuity for estate planning and charitable legacy