Highest Rates in 16 Years: The Amazing Benefits of the Charitable Gift Annuity
It’s a great time to consider the gift that pays you: a charitable gift annuity.
Payout rates are higher than they have been in more than a decade, making now a great time to consider this gift that benefits you and Catholic Charities.
This amazing gift provides you with a stable, regular income — regardless of the economy. After your lifetime, the remaining amount becomes part of your legacy at Catholic Charities, allowing us to thrive far into the future.
Why should you consider a charitable gift annuity in 2024?
• With a gift annuity, you make a donation using cash, appreciated assets, such as securities and we, in turn, pay you a fixed amount for life.
• You’ll also enjoy a partial income tax charitable deduction for your gift when you itemize.
• Part of each payment is tax-free income for your estimated life expectancy.
• If you don’t need income now, deferring your annuity payment increases these rates. (A 70-year-old deferring payments to age 75 is entitled to 8.7% annuity for life!)
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PHILANTHROPIC STRATEGIES & PLANNED GIVING
Contact Cecilia Bynum
(408) 325-5248
