5 charitable giving annuity powerpoint
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IfIcouldshowyouawaytomakeameaningfulcharitablegiftandimproveyourfinancialsituation,wouldyoubeinterestedinhearingaboutit?
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AcharitablegiftannuityisasimplewaytomakeagifttocharityandinreturnreceivefixedpaymentsforlifeANDanimmediatetaxdeduction
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Whenyouestablish aCGA withHCF,youwillreceiveafixedpayoutforlifeforuptotwo(2)beneficiaries....calledannuitants.Theannualpayoutratesisbasedontheageoftheannuitant(s)atthetimeofthegift.Theincometaxdeductionisprovidedintheyearthegiftismade.Theexactamountofthedeductiondependsontheageoftheannuitant(s),theassociatedpayoutrateoftheannuityandthecurrentIRSdiscountrate.HCF willcomputeallofthisforyou.Muchofthepayoutisusuallyincometaxfree,whichincreasesitsaftertaxvalue.YoucanalsouseappreciatedassetstofundyourCGA,givingyoutheopportunitytominimizeordeferyourcapitalgainstaxliabilityassociatedwiththeappreciatedassetfurtherincreasingthevalueofthegiftannuity.
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a.Predictable&Sustainable enhancefixedincomestreamfromretirementandotherincomesources;diversifyportfoliob.TaxBenefits provideincometaxdeduction;defercapitalgainstaxesonappreciatedproperty
c.Charitable benefitYourCharityHawaiiandtheirmissiond.SimpletoDo! writeacheck;signanagreement
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Anytimesomeonemakesyouapromiseyouwanttoknowhowgoodthatsgoingtobe...c.Soletmetellyouabitaboutwhatyoushouldbeconcernedwith...whatquestionstoask....
i.Proposedpayout setbyACGAii.Assuranceofpayments backedbyHCF;investmentreturnsandrelated
expenses
iii.Assuranceofbenefitingcharity functionofpayoutrateandinvestmentreturns;doesnotreplaceadirectgifttocharity.
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