Q. What are the benefits?
A. It's a gift that:
If you're retired and depend on appreciated stocks for income, consider funding a gift annuity with those stocks. You'll still receive income—in many cases, in higher amounts.
Q. What payments can I expect?
A. The rate of payment is determined by the ages of those receiving payments at the time of the contribution—the older the person receiving payments, the higher the rate. The rates are attractive and are locked in for the duration of the annuity.
For more information about charitable gift annuities, contact Steve Goebel, CFRE at 309-281-4392 or firstname.lastname@example.org, or call your tax planning professional.
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.