Here’s some information you’ll want to share with your younger Baby Boom and Generation X donors. This brochure helps them understand how charitable giving and retirement planning can work together with a deferred charitable gift annuity: It’s a great way for them to support your organization and give their own retirement a boost.
Get this message out to those Boomer and GenX’er prospects – some of them will want to take advantage of this excellent gift opportunity.
How this document is organized:
- Introduction: Many of you have probably started planning for your retirement. Unfortunately, the current economic climate has dealt many retirement accounts a blow…
- How a Deferred Gift Annuity Works
- Factors That Impact Your Payments (four short, to-the-point callouts)