BENEFITS OF A CHARITABLE ANNUITY

A Charitable Annuity provides the donor with numerous benefits today that can be very appealing to the charity being supported as well:

Receive Income for Life

A Charitable Annuity allows you to
donate assets to charity while still providing you a lifetime income. You or you and your spouse will receive monthly, quarterly, semi-annual or annual payments for the duration of your life or lives.

Avoid Capital Gains Taxes

Gifts of long-term appreciated securities avoid capital gains taxes, and receive a
charitable tax deduction. This means that more money is generating more income for life.

Establish at No Cost

The Donor(s) have no cost or Fees associated with establishing a Charitable Annuity. There are no legal costs or transaction fees.

Gain an Immediate Tax Deductions

The actual amount of the deduction is determined by analyzing several variable, including the size of the donation, the age(s) and number of income beneficiaries. We are here to help you determine the approximate deduction you can expect, just give us a call toll free at 800-535-4720 and we can provide the specifics for your intended gift.

Avoid Estate Taxes

A Charitable Annuity can help you avoid estate taxes because the amount of your gift will be removed from the value of your estate. For details concerning tax benefits you should consult a tax advisor.

Establish with Virtually No Paperwork for You

The Commercial annuity company used for your Charitable Annuity will handle all the record keeping and distribution of your income checks. You will also receive written confirmation of all contributions with a calculation for the income tax deduction for your contribution. The only form you need to submit with your check is a W9 that will be provided for you.

If you would like to learn more about the benefits of a Charitable annuity,

Click here to receive a Free Charitable Annuity Investors kit.