Have You Heard About Our ‘Gift-Plus’?

[Note: there are two versions of this document. This is the longer version with 700 words]

A strong, benefits-focused overview on life-income gifts (CGA, DGA, CRTs).

Can be used to introduce the subject to your prospects, to supplement other information you are providing, or to maintain/increase interest in an existing program.   Covers essential tax and income features then describes gift annuities and deferred annuities in detail.  Shorter reference to planning possibilities of remainder trusts.

How the copy is structured:

• Introduction (When is a gift more than just a gift?…)
• Explanation of a life-income gift.
• Charitable Gift Annuity
  • 2 attractive features
• Deferred Gift Annuity
  • Benefits of a Deferred Gift Annuity
• Charitable Remainder Trust (Brief Description)