Retirement years present a mix of concerns: from having stable income and reducing taxes to desires to build a lasting legacy of support for ministries you treasure.
We offer options that can help you accomplish both.
Maximize your impact!
A planned giving strategy provides options of making a legacy gift for ministry while receiving lifetime income and tax benefits.
Charitable Gift Annuities
• Lifetime income stream
• Large portion of tax-free income
• Meaningful gift to your chosen ministry after death
• Tax deduction
• Payout rates based on age (see chart)
Charitable Trusts
• Transfer of stocks, bonds, real estate, or other assets to provide a personal stream of income (fixed or flexible) while also gifting support to ministry
• Effective tool to avoid capital gains tax on highly appreciated assets (real estate, businesses, investments)
Partial charitable gift income tax deduction
Contact us to learn more!
Our team will help you determine your financial and ministry goals and create the trust or annuity best for you.
Contact the Foundation: 877-336-7575 | foundation@nafwb.org