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
- Stable, predictable income
- High rate of return
- Charitable deduction
- Tax-advantaged income
- Minimized capital gains tax
- Reduced estate tax
- Flexible payments
- Three types of charitable gift annuities
- Immediate Payment
- Deferred Payment
- Flexible Payment