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Bequests | Securities | Beneficiary / Designations | Charitable Gift Annuities | Trusts & Other Gifts
Supporting the VNA & Hospice Foundation with a charitable gift annuity can really pay off...
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You can increase your cash flow.
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Payments to you remain fixed for life.
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You can receive tax benefits immediately.
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You can use appreciated securities or put low income-producing stock to work for you.
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CDs maturing? Compare your current CD rates with our gift annuity payment rates.
Charitable Gift Annuity Rates*
|
Age |
Annuity Payment Rate |
|
60 - 69 |
5.7 - 6.4 % |
|
70 - 79 |
6.5 - 7.8 % |
|
80 - 89 |
8.0 - 11.0 % |
|
90+ |
11.3 % |
*Rates subject to change.
It's as easy as:
1. Call today to find out about your gift annuity payment rate and tax deduction details. All we'll need is your birthdate, amount of gift and method of payment. A complimentary proposal will be mailed to you at no obligation.
2. Review the benefits outlined in your charitable gift annuity proposal. Consult with advisors and/or family members as appropriate.
3. Complete the gift with our simple two-page agreement and receive your first payment by the end of the quarter. Payments are mailed to you or deposited directly into your bank account.
For more information about charitable gift annuities, read our frequently asked questions or contact Kerry Bartlett at 772.978.5580.
