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Have you considered what a charitable gift annuity could do for you?

 

  • Are you looking for additional income now that you’ve retired?
  • Would you like to lock in a higher yield, but want to avoid immediate capital-gains tax?
  • Are fluctuations in your dividend income becoming a concern?
  • Are you worried that the value of securities in your portfolio is about to decline?

 

If any one of these is a concern to you, then a well planned charitable gift annuity could be the solution – a solution that works for you while providing future support for an organization you care about.  It’s a win-win!

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