Charitable Gift Annuity

Gifts That Pay You Income

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.

View My Guide

There's a way for you to support Step Up For Students and feel confident you have dependable income in your retirement years. You can do this with a charitable gift annuity.

This type of donation can provide you with regular payments and allow us to further our work. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

Please provide the following information to view the brochure.

Deferred Gift Annuity Request Form

An Example of How It Works

Couple walking and smiling A couple wants to make a contribution to a nonprofit like Step Up but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity.

Based on their ages, they will receive a payment rate of 4.5 percent, which means that they will receive $900 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $6,129* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support the nonprofit's mission.

*Based on annual payments and a 3.2 percent charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

Calculate Your Benefits

Submit a few details and see which gift is right for you.

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Personal Estate Planning Kit

Not Sure How to Begin Planning?

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Next Steps

  1. Contact Elizabeth L. Watson at (407) 491-7429 or ewatson@stepupforstudents.org for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with Step Up.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Step Up in your plans, please use our legal name and federal tax ID (59-3649371).

Legal Name: Step Up For Students
Address: 4655 Salisbury Road, Suite 400, Jacksonville, FL 32256
Federal Tax ID Number: 59-3649371