CHARITABLE GIFT ANNUITY

A WAY TO BOOST YOUR RATE OF RETURN

The concept of a gift annuity is simple. You donate assets that we reinvest. The ACF Western USA, Inc. agrees to make fixed payments to you for life (and, if desired, for another beneficiary’s lifetime). At the end of the agreement, the funds are available for our use.

A charitable gift annuity is particularly attractive because the rates (based on your age) typically produce higher yields than you would receive in the stock and bonds markets.

And when combined with partially tax-free payments, the effective rate of return is even higher.

BENEFITS

  • Receive lifetime payments for yourself and possibly another person

  • Obtain a charitable deduction for a portion of the value of the gift

  • Secure partially income tax-free payments

  • Save on capital gains taxes when you contribute to appreciated securities