Endowment Expressions Newsletter
Planned Giving: Create a Legacy
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Watch what your contributions to the Endowment Funds have provided.
Planned gifts create opportunities for our donors, our congregation and, most importantly, the numerous beneficiaries of our generous giving. Determining what gift is right for you is just as important as making the gift. There are many options from which you can choose. The correct plan for you balances what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans. We are happy to speak with you so you can learn more about giving strategies that allow you to make a meaningful charitable gift while possibly enhancing your, and your family’s, future financial well being.
This presentation will show you the tax and annuity benefits of the Charitable Gift Annuity. The charitable gift annuity is growing rapidly in popularity. It provides both secure fixed payments and a double tax benefit. The combination of the fixed payments and the tax savings make this gift annuity very attractive, especially for retired persons.
For more information contact Bill Kimball.