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Charitable Gift Annuity Bulletin Blurbs
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Bulletin Blurbs
Charitable Gift Annuities
Did you know you can establish a charitable gift annuity to benefit [Presbyterian Organization]? Gift annuities are popular ways to provide generous support while preserving many benefits for yourself. Among them:
• Guaranteed fixed income payments for life;
• You may claim a charitable contribution in the year the gift is made.
• Part of your income payment is tax-free.
• You may avoid or delay capital gains tax.
• The remaining principal will be transferred to [Presbyterian Organization] after your lifetime, ensuring that your benevolence and goodwill continue beyond your lifetime.
If you would like to learn more, see our website for a gift calculator to understand the benefits you might receive. Or contact [Name, Telephone, E-mail].
Good rates of return and a gift to [Presbyterian Organization]
With today’s interest rates so low, a Charitable Gift Annuity may be an exciting idea:
• Guaranteed lifetime income at rates between 5.2% and 9.5% (as of Feb 2011)
• Part of your income payment is tax-free.
• You may avoid or delay capital gains tax.
• The remainder of your gift will support [Presbyterian Organization] after your life.
If you would like to learn more, see our website for a gift calculator to see the benefits you might receive. Or contact [Name, Telephone, E-mail].
Please note that these are all samples and should not be used without careful review.
This is not intended to be legal, financial or accounting guidance but as a guide for the church to write its own material according to your local needs and restrictions. Please refer to your own accountant or attorney for accounting and specific legal counsel.
