Put a Charitable Gift Annuity to Work For You

Here are the basics on the most popular life-income gift on the market!

Clear but simply stated gift description; extensive, detailed list of benefits; comparison between immediate-payment, deferred and flexible gift annuities.  Payment rates cited reflect 2008 rate revisions by American Council on Gift Annuities.

Works as an article for your publication, a personalized letter to prospects, or a hand-out at a seminar.

How the copy is structured:

• Introduction (Locked into low yield investments?…)
• Explanation of how a charitable gift annuity works
• Advantages of a charitable gift annuity
  1. Stable, predictable income
  2. High rate of return
  3. Charitable deduction
  4. Tax-advantaged income
  5. Minimized capital gains tax
  6. Reduced estate tax
  7. Flexible payments
• Three types of charitable gift annuities
  1. Immediate Payment
  2. Deferred Payment
  3. Flexible Payment