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!