Charitable Gift Annuity
Get a Capital Gains Deduction, Charitable Donation Deduction and receive Tax Free Income* for the Life of One or Two Beneficiaries
How it Works
When you make a donation of cash or any appreciated asset (Stocks, Bonds, Mutual Funds, Real Estate ((Commercial or Residential)), IRA, 401k, Pension Fund, Automobile, Boat, Camper, Motor Home, Motorcycle, Airplane etc. that can be sold and converted to cash, you can receive a life income and help us provide more services and education to Children, Seniors, The Poor and Veterans.
You will get a capital gains deduction, a charitable donation deduction as well as some of the income which you receive from the Annuity (from a large strong Insurance Company) for Life of which most will be Tax Free*.
*Some income may be taxable
The information published on this web site is not intended to be a recommendation to purchase an annuity. It is intended for informational purposes only. You are strongly urged to consult with a financial planner who specializes in the area of charitable gifting to determine if a charitable gift annuity is suitable for your wealth transfer plan.
Strategic Business Institute (SBI) is a Nonprofit Corporation– 501c3 charity
CH18270 • A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE
(800-435-7352) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.