IMPORTANT NOTE ABOUT ANNUITY RATES
The numbers in this article are always subject to change. They are also approximate. Either make it clear that they are approximate and that the donor should contact you for more accurate data or use one of our calculators to crunch data. It’s easy!
Why not ask your donors to consider trading in a bequest for a charitable gift annuity? In a very creative way, this document explains the reasons a charitable gift annuity makes sense for your donor. Your donor will have the satisfaction of seeing their gift in action, receive a charitable tax deduction, and benefit from dependable payments for life at a very favorable rate.
Even though this document encourages them to “trade in” their bequest for a gift annuity, most donors will love the benefits of their gift annuity (which you helped them establish) so much that they’ll decide to never take you out of the will. But even if they do, they have just given you a realized, current gift instead of a revocable gift that might disappear before it’s received. In fact, the steady income from a gift annuity could help your donor avoid liquidating estate assets later on — decreasing the chances that they’ll revoke the bequest! This brochure gives them an extra incentive to establish a gift annuity.
How this document is organized:
- Introduction: . . . We take trade ins — you can “trade in” some of your bequest assets for a charitable gift annuity.
- Receive More Income Now
- Pay Less Taxes
- Make Your Income Steady and Reliable
- Let us know if you would like to see a complimentary gift annuity illustration