"What is the use of living, if it not to strive for noble causes and to make this muddled world a better place for those who will live in it after we are gone?" - Winston Churchill

TAX ADVANTAGES OF A CA

Contributions made to a Charitable Annuity are irrevocable. The amount of your deduction will depend on the type of asset being contributed, the amount contributed, the age(s) and number of income beneficiaries and the current IRS discount rate for the month of your gift.

Estate Taxes

All contributions to a Charitable Annuity are separate from your estate and therefore are not subject to either estate taxes or probate.

Account income

Income that is received from your Charitable Annuity is considered income. Depending on the asset contributed, a portion of the income received can also be non taxable. We can provide you with more specific details regarding your situation by giving us a call toll free at 800-535-4720.

Capital Gains

One of the most rewarding benefits of donating monies to a Charitable Annuity is the ability to contribute appreciated securities without incurring any capital gains tax liability.

For additional information on the many benefits of a Charitable Annuity,

Click here to receive a Free Charitable Annuity Information kit.