Charitable Gift Annuity Rates Scheduled ...



Charitable Gift Annuity Rates Scheduled to ChangeDon’t Miss This Opportunity to Receive Fixed Income for LifeDear [FIRST NAME],As we navigate these uncharted waters together, we reflect on the people and places we hold most dear and hold onto hopes for a bright future. We have some news we would like to share that can help you focus on your future—and ours. But you must act by June 30 to maximize your benefits. How It Works The concept, called a charitable gift annuity, is simple: You make a donation using cash, marketable securities or other assets, and we, in turn, pay you, or another person if you choose, a fixed amount for life. With this type of gift, you can feel secure knowing you will receive stable payments for as long as you live. And now, if you make your gift by June 30, the gift annuity rates will be an estimated 0.3% to 0.5% higher than they will be beginning July 1.Gift annuities don’t just increase your retirement income as you help shape our future. They also offer you numerous tax benefits, including: A partial income tax charitable deduction now for your gift, if you itemizeIncome-tax-free portions of each payment throughout your estimated life expectancyCapital gains tax savings on appreciated property you donateYou are our future. Contact me to discuss how a charitable gift annuity allows you to make a gift and provides you, or another person if you choose, with secure, tax-favored payments for life. With your help, we can continue to make an impact. Sincerely, [NAME][TITLE][ORGANIZATION]P.S. Request Your Personalized Illustration We would be happy to send you a free, no-obligation illustration showing you the increased benefits you can receive from a charitable gift annuity if you make your gift before July 1. Your personalized illustration will include your potential income tax charitable deduction, the portion of your payments that are tax-free and our annual payments to you for life.California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or?otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association.?Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association?affiliated with the Oklahoma Insurance Department.?South Dakota residents:?Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division?of Insurance. ................
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