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charitable gift annuity

Benefit From a Charitable Gift Annuity While Doing Good

You’ve worked hard for decades – and it’s about time to enter the next phase of your life. You’ll have time to catch up on those books you’ve been meaning to read, travel to places you’ve dreamed of visiting and perhaps volunteer for that charity you’ve always admired.

But a pleasurable retirement requires sound financial planning. How can you be sure you’ll continue receiving the lifetime income you need and not have to worry that you’ll have enough?

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Planned giving gift models

Charitable Gift Annuity: A Win-Win

Often you hear the phrase, “Charity begins at home.” The story of this family can be characterized by the phrase, “Charity begins and ends at home.” Wayne was only in his 20s and attending college in Arizona when he was diagnosed with arthritis. “I remember him saying his back hurt so bad that when he had to cough or sneeze, he found a convenient tree or wall to brace up against it,” says his wife Carole, a retired high school English teacher.

Years later, Carole and Wayne were browsing through a copy of Arthritis Today magazine when an advertisement caught their attention. The ad featured an opportunity to receive guaranteed payout rates for life and other financial benefits – while they helped the Foundation find a cure for arthritis.
Continue reading Charitable Gift Annuity: A Win-Win