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The Gift That Keeps on Giving

How would you like guaranteed income for life?

I expect you get letters and phone calls all the time that promise things that seem too good to be true. When you read the “fine print” you realize the headline was a bit misleading.

I’m not coming to you with a false promise or a fast deal, but rather an option that you might like and that you maybe didn’t know about.

I’m talking about a charitable gift that supports ministry and truly pays you back for the rest of your life.

This special gift is called a Charitable Gift Annuity. In simple terms, this is the way it works:

1) You make a charitable gift of $10,000 or more

2) You get a tax deduction

3) Every year, for the rest of your life, you get guaranteed income (much of it is tax free)

4) When you go to heaven, the remainder in the account goes to your favorite charity

This type of gift provides two amazing benefits. You can name your favorite charity as the beneficiary of your gift, and also increase your income for life. Just imagine the impact of both.

A Charitable Gift Annuity is a great option for people who want to make a generous gift for ministry, but are a bit concerned about cash flow for the rest of their lives. With this type of gift, you can be assured of additional income and still give that special charitable gift.

This can also be a choice for those who have greatly appreciated assets. In those cases, the donor gets a tax deduction and tax-free income rather than paying the required capital gains tax.

Contact me at 262-677-4051 or to ask questions and learn how this opportunity could be right for you.

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