Receive an Income from Your Gift
"I will give away my apple tree, so long as I (or someone I choose)
can keep the fruit the tree produces, every year, for life." That's
the very simple concept behind a special category of gifts known
variously as "deferred" gifts, "planned" gifts or "life income"
gifts. These gifts enable you to make a gift of significance, receive
a partial tax deduction and yet keep an income for life for you
or others. The income can be fixed or variable. Depending on how
your gift is arranged, you can plan for:
• Increased income for your family;
• Capital gains tax avoidance;
• Minimized taxes on your income;
• Increased income at retirement;
• Diverting of income to someone in a low tax bracket;
• Gift tax and estate tax savings; Professional management
of your funds;
• A hedge against inflation; Reduced probate costs;
• Provide college funds for grandchildren.
Call us before you sell and reinvest securities
or real estate, or "roll over" low-yield certificates of deposit.
We can help you plan a life income gift that is right for you, your
family and the children of Mercy Home for Boys and Girls.
One type of gift that will pay you income is a charitable gift annuity. An immediate payment gift annuity can begin at age 60 or older; a deferred annuity can be established beginning at age 45. If you would like to receive a complimentary gift annuity proposal, please fill out the form below.
If deferred, date of first payment ( minimum deferral period one year):
*Payments to be made:
If Two-Life annuity:
Property ( please check one)
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