Are you willing to sit on the sidelines this year, watching your
competition collecting new clients? Ever wonder how they do it?
They've discovered the secret to UNLOCKING their clients' annuities.
*A charitable gift annuity enables a donor to transfer a variety of assets to a Charitable Gift Annuity in exchange for a guaranteed, fixed, TAX-FAVORED INCOME that can be payable to one or two persons for life.
*The transfer also CREATES a substantial income tax deduction, and depending on the assets used and beneficiaries involved, it can also reduce capital gains and estate taxes.
*The charitable gift annuity may be FUNDED with assets such as cash, CDs, and income interests in charitable remainder trusts.
*The TAX BENEFITS of the transaction may vary depending on the nature of the assets used. Plus, the donor can enjoy the satisfaction of knowing that the transaction enables the charitable organization to help needy people and charitable causes around the world.