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Joyce with her calculatorCharitable Gift Annuity

Joyce and Burton had been married for forty-seven years. Not long before he died, Burton looked into converting some of their certificates of deposit into a charitable gift annuity. He and Joyce met with their advisors and found out it was a wonderful idea.

radio personalityJoyce: We met with our tax man and looked at the idea. When I saw the income we would have for the rest of both of our lives and compared it to what we were receiving from our CD's, I was amazed! Plus there were tax benefits that helped us immediately. And now, I don't have to do a thing - it's all taken care of.

The development officer explained how they could use our support and what it meant to them. It was something Burton and I did together, and I'm happy; really happy we did it when we could do it together!"

What have we done with support like that of Burton and Joyce? We've been able to fulfill our mission - public broadcasting's noncommercial, audience-driven mission. It guarantees that substance and value, not commercial considerations, govern our programming decisions.

A charitable gift annuity can provide tax benefits now and a lifetime income for the donor and a beneficiary if desired. Perhaps also it brought peace of mind to Burton knowing that Joyce would have the resources she needed if he was no longer there. And that what they enjoyed in their lifetimes would be able to continue for others after they were gone.

Now click here to meet Susan and Fred. Or return to the Planned Giving homepage.

Please note, individual financial circumstances will vary. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. This Planned Giving section has been developed for KJZZ 91.5 FM by Future Focus. Any problems, please contact webmaster. Revised: May 13, 2004 17:35