Gift Planning
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Fall 2004 Charitable Remainder Trust
Spring 2005 Gift Annuities
Fall 2005 Life Insurance
Spring 2006 Gift Annuities
Fall 2006 Your Will
Spring 2007 Estate Planning
Fall 2007 Estate Taxes
Spring 2008 Charitable Gift Annuities
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The Foundation offers a variety of planned giving tools. We help donors select the best tools to achieve their objectives in furthering the work of their church or other ministry.
A Charitable Gift Annuity has two primary components:
• Provides a lifetime income to the donor and/or spouse (or other person).
• Provides for the remainder to benefit ministries of the church or other charities, which you specify.
Currently, annuity rates range from
5.7% ................................ for a donor age 60
11.3% ................ for a donor age 90 and over
Annuity payments to the donor are based upon two factors:
1. The age of the donor and/or second beneficiary at the time of the gift
2. Whether the annuity payments will be paid for one or two lives.
The donor gets an immediate income tax deduction for a portion of the
value transferred to the Foundation. In addition, if appreciated
property is transferred, a portion of the capital gain income is avoided
completely and the remainder is reported over the donor’s life
expectancy. Only a portion of the annuity payments received will be
taxable.
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- Updated 01/06/2010. Questions? Comments? Contact the webmaster at: sboultbee @ niumf. org (remove spaces)
- 1001 N. Western Ave., Suite D, Marion, IN 46952
- Telephone: 765.664.2327 Fax: 765.664.2598 Toll Free: 866.669.2327