Charitable Gift Annuity
Benefits of a Charitable Gift Annuity:
- In exchange for your gift, you and/or another designated person get guaranteed
payments for life.
- You will enjoy an immediate income tax deduction for your gift.
- You can receive favorable capital gains treatment if you fund the gift with long-term
appreciated securities.
- A portion of your income from the annuity is usually tax-free.
- It’s very safe and easy to make.
Deferred Payment Gift Annuity
Benefits of a Deferred
Payment Gift Annuity:
- In exchange for your gift, you will receive payments for life beginning at retirement or
whatever year in the future you choose.
- You will enjoy an immediate income tax deduction for your charitable gift.
- You may receive favorable capital gains treatment if you fund your gift using
appreciated securities.
- A portion of your lifetime payments is usually tax-free.
- The gift can benefit one or two people
- It is a very safe and easy way to make a gift.
For more information contact Mr. Karl Dytrych at 769-9292 ext. 247 or
email.
Bequests Through a Will or Trust
Gifts of Life Insurance Gifts of
Specific Property
Planned Giving Charitable Remainder
Trust Gifts
of Cash