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Armenian Quake Relief
Benefits of the
Charitable
Gift Annuity

  • As a portion of the annuity is a gift, you'll receive an income tax deduction for the gift.
  • A portion of the annual annuity income is exempt from Federal taxes.
  • You may save tax on the capital gain (profit from an investment).
  • You avoid death taxes, probate, and costs on the amount involved.
  • Your annuity is as safe as the organization you invest with, for the total assets of the organization stand behind their agreement to make payments to you.

 

NOTE: The gift annuity is irrevocable, so once you have parted with your money pursuant to the annuity contract, you can't get it back if you need it.

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