Charitable Gift Annuities

Turn your generosity into lifetime income.

When you are looking for ways to help INTEGRIS Foundation with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support INTEGRIS's work while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with INTEGRIS you can receive a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

Check Out This Potential Scenario

Say that Dennis, 66, and Mary, 65, want to make a contribution to INTEGRIS that will support our work for generations to come, but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity with INTEGRIS. 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 our mission.

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

Learn How to Fund It

You can use the following assets to fund a charitable gift annuity:

Next Steps

  1. Contact Sara Parcell at 405.951.5028 or sara.parcell@integrisok.com for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with INTEGRIS.
  2. Seek the advice of your financial or legal advisor.
  3. If you include INTEGRIS in your plans, please use our legal name and federal tax ID.

Legal Name: INTEGRIS Foundation
Address: Oklahoma City, OK
Federal Tax ID Number: 73-1047338

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.