This article comprehensively explains the advantages of a gift annuity and demonstrates the true power of this attractive gift. It describes the many advantages including appealing payout rates, fixed payments for life, charitable income tax deduction, partially tax-free payments, capital gains tax avoidance, and last but not least, the personal satisfaction of supporting a mission about which your donors feel strongly.
Most of these advantages are illustrated with short examples. This piece will get your donors to see and understand the power of a charitable gift annuity and encourage them to request a personalized illustration to see how this gift will work in their situation. This is a must-have document to promote CGAs.
How this document is organized:
- Appealing payout rates
- Fixed payments for life
- Charitable income tax deduction
- Payments partially tax-free
- Capital gains tax avoidance
- Individual contentment
- A gift annuity could reduce the size of your estate