We know that many of Compassion & Choices’ most passionate supporters are looking for ways to do more to support our shared goals while maintaining retirement security. A CGA is a strategic solution that pays you a secure, fixed, lifetime retirement income while providing tax savings. When you die, the remaining funds will continue to support Compassion & Choices’ mission. You can give and receive at the same time!

Some great tax benefits associated with a CGA:

• Tax-free income: A portion of each CGA payment is typically tax-free income.
• Income tax deduction: Donors may take a charitable tax deduction in the year they establish the CGA.
• Capital gains savings: If you use appreciated assets such as stocks, bonds, or mutual funds, you can achieve significant capital gains savings.

The American Council on Gift Annuities has recently announced a change in the suggested gift annuity rates effective January 1, 2020. Payout rates are decreasing in the new year, making this an ideal time to make your CGA in 2019.

Click here to watch Margot Mazeau discuss how a CGA with Compassion & Choices works for her.

A Charitable Gift Annuity is a unique way to support what you believe in while providing security for the rest of your life.

If you have any questions about how best to accomplish your planned giving goals, please contact me at 800.247.7421 x2152 or via email at plannedgiving@compassionandchoices.org.

Thanks for all you do in support of our shared mission,

Sam

Samuel B. Young, ESQ-LSW
Planned Giving Advisor
Compassion & Choices