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| Peace of Mind Gift Annuity |
Sara Johnson is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit.
Sara: Over the past three years, the return on my CDs has declined significantly. I have looked carefully, but there just are not any CDs with a good rate of return.
I am also interested in making a large gift to charity. I want a vehicle that allows me to receive a good return but I also want to make a gift that will ultimately be paid to charity. The ideal choice for me would be a secure return coupled with a charitable contribution.
Sara talked to a friend who had found exactly that choice. Her friend had set up a gift annuity with Darlington School. Sara thought that perhaps the gift annuity would be helpful for her too.
 Sara: I called Darlington School and asked about a gift annuity. I was very pleased to discover that based upon my age, a gift annuity would pay 7.1%. Plus, there would be a good tax deduction and part of the income would be tax-free.
After finding out how easy it is to set up a gift annuity, I transferred $20,000 from a CD that had matured into a charitable gift annuity. I am delighted with my 7.1% annuity and that my gift will benefit charity. My CPA is also pleased that the charitable deduction will save over $3,000 in taxes this year. With my tax savings and increased income, I plan to take a very nice vacation this year!
Fixed payments for Sara from the gift annuity are about two times what she was receiving from her one-year certificate of deposit. She is very pleased with the increased income and charitable savings.
Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits under federal rules may be different from this person, you may want to click here to view a color example of your gift annuity benefits based on your age.
For more information please select one of the following options:
1. If you would like to view a color presentation of the plan for Sara Johnson, please click one of these buttons.
2. You may also be tired of guessing the market with your stock. If you would like to see your payout rate based on your age and value of your stock, then click here.
3. If you would like to request a printed illustration of a gift annuity with your payout rate, then click here.
4. You may print a gift annuity tri-fold brochure. Click Here.
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