6/12/2020
Don't Miss This Giving Opportunity!
Don’t Miss This Opportunity to Receive Fixed Income for Life Before Rates Decrease in July
As we navigate these uncharted waters together, we reflect on the people and places we hold dearest 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.
When you fund a gift annuity, you also receive:
- An income tax deduction this year for part of the funding amount.
- If you use appreciated assets like stock, there are capital gains benefits.
You also have the peace of mind knowing after a lifetime of payments to you, the remainder supports our mission. Call our Development Manager, Amy Huntley at 440-232-1991 ext. 524 to receive your illustration showing your payment rate and tax benefits. There is never an obligation for you to see what your benefits will be.