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Charitable Gift Annuities
Charitable gift annuities are life income gifts that offer unique benefits to donors concerned about future income. Retirement assets and appreciated assets are often used to fund charitable gift annuities.
Many seniors are utilizing funds previously invested in CDs to acquire gift annuities which provide much more attractive rates along with income tax benefits. To learn more, (click here).
By utilizing appreciated assets to fund the annuity, donors can make a larger gift than they thought possible, receive a larger income stream for life, and avoid capital gains taxes. By doing so, the capital gain tax on appreciated assets is avoided upon funding of the annuity. However, a portion of the capital gain will be applied to future annuity payments. To learn more, (click here)
To receive specific information please submit the form below and our partners at PhilanthroCorp (a Christ-centered estate planning firm) will contact you to answer questions you have regarding gift annuities, and give you an illustration pertaining to your situation.
Please include the best time to call.
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