This article comprehensively explains the advantages of a gift annuity and demonstrates the true power of this attractive gift. It describes the many advantages including appealing payout rates, fixed payments for life, charitable income tax deduction, partially tax-free payments, capital gains tax avoidance, and last, but not least, the personal satisfaction of supporting a mission about which your donors feel strongly.
Most of these advantages are illustrated with short examples.
This piece will get your donors to see and understand the power of a charitable gift annuity and encourage them to request a personalized illustration to see how this gift will work in their situation.
This is a must-have document to promote CGAs.
How this document is organized:
- Appealing Payout Rates
- Fixed Payments for Life
- Charitable Income Tax Deduction
- Payments Partially Tax-Free
- Capital Gains Tax Avoidance
- Individual Contentment
- A Gift Annuity Could Reduce the Size of Your Estate