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Empowerment for Donors
Satisfy
other financial needs by using increased cash flow generated from tax savings
and partially tax-free payments.
Satisfy
the number one concern of retirees;
will they outlive their money.
Convert
low-yielding assets into a series of high tax-advantaged lifetime payments.
Benefit
from tax deductions while appointing others to receive annuity payments.
Avoid
estate tax on contributed assets.
Convert investment risk assets into high guaranteed lifetime payments.
Offset
taxable income from other sources.
Provide
future educational funding for others while receiving a current tax deduction.
Payout
obligation from the charity is
reinsured
by
a quality insurance company.
Increase
future lifetime payout amounts by deferring the payout start date.
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Empowerment for Charities
Create
new cash flow for immediate use.
Generate
untapped donor opportunities while establishing new advisor relationships.
Use
the perpetual planned giving power of our National Financial Advisory Network.
Use
the
remainder for
and fund-raising activities while fulfilling key initiatives of the charity.
Reinsure
an existing
portfolio of
self-insured
gift annuities, releasing a portion of existing
reserves
immediately.
Reduce
administrative costs and other requirements of
self-insured
gift annuity programs.
Reap
the benefits of a
reinsured
gift annuity program, without the frustrations of establishing and maintaining a
program, by using our Network of supporting Community Foundations.
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