Information Request: Charitable Gift Annuity Banner
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
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 on the stock is avoided upon funding of the annuity. However, a portion of the capital gain will be applied to future annuity payments. To learn more
To receive specific information; 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.