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Guaranteed Income for Life………Tax Benefits……Personal Satisfaction

All possible with a Charitable Gift Annuity!

 

Age Guaranteed
Annual Income
One- time
Charitable Deduction
Effective Rate
of Return**
90 $ 1,130 $ 5,466 19.35%
85 $ 950 $ 4,888 15.74%
80 $ 800 $ 4,411 12.79%
75
$ 710 $ 3,770 10.94%
70
$ 650 $ 3,091 9.62%
65
$ 600 $ 2,478 8.56%
60
$ 570 $ 1,784 7.84%

 

* The $10,000 figure is merely a convenient multiple. We will be glad to provide you with tax and financial results for any size gift.

 

** The “effective” rate takes into account the donor’s charitable deduction tax savings and the benefits of the tax-free income in a 33% federal income tax bracket. Deductions vary with current rates.

 

Please contact Benefis Healthcare Foundation
(406) 455-5840 – 1-800-544-7798 for a free-no obligation analysis.

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2800 11th Avenue South, Suite #23, P.O. Box 7008, Great Falls, MT 59406-7008
406.455.5840 or 1.800.544.7798
© 2006 Benefis Healthcare Foundation. All rights reserved.