Make a lasting investment in the future of hunting and wildlife conservation
WITH GIFT PLANNING, YOU CAN PROVIDE LONG-LASTING SUPPORT FOR SCI FOUNDATION WHILE ENJOYING FINANCIAL BENEFITS FOR YOURSELF AND YOUR FAMILY
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Build Your Legacy. Create a Plan
No matter the size of your estate, everyone needs a plan for the future. A plan helps ensure that your wishes are carried out and your loved ones well cared for. If you're like most people, chances are you need to do some planning, or at least update the plans you already have in place.
We've prepared a free estate planning guide and a guide to getting started with planned giving that can be very useful to help you create or update your plan. Click below to learn more and request your free copy.Learn More
Flexible Deferred Gift Annuity
Luis and his spouse, Maria, sold a vacation home earlier this year and are looking for a way to offset the capital gains tax owed from the sale. Luis enjoys the challenge and responsibility of his job and is not quite ready to retire. But, he is looking at planning options for retirement.
Luis: Maria and I were both in good health, and I still enjoyed working. We were living comfortably on my current salary but were looking for ways to plan for retirement. I wasn't quite certain when I would retire, so we wanted to find an option that would let me be flexible with my retirement date.
Maria: A gift planner from our favorite charity told us that a flexible deferred gift annuity would help us meet our goals. Instead of selling our appreciated stock and paying high capital gains tax, we could give it to them and receive an immediate charitable tax deduction to offset our current tax bill. The flexible deferred gift annuity would permit us to elect to begin taking payments for life when Luis was ready to retire.
Luis: We decided to set up the flexible deferred gift annuity. We received a charitable tax deduction in the year that the gift was made and experienced immediate tax savings. When I am ready to retire, we will contact our favorite charity to begin payments, giving me the flexibility to continue working as long as I would like. In addition, the flexible deferred gift annuity makes it possible for us to receive a large portion of each payment tax-free, and this is an attractive benefit!
Is a flexible deferred gift annuity right for you?
If you are interested in a charitable gift annuity but don't have a present need for the annuity payout, a flexible deferred annuity could be the right gift for you. You decide when you want to begin receiving the annuity payout. The longer you defer the payments, the higher the payout.
Contact us if you would like to learn more about flexible deferred annuities and how this gift could help you.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view an example of your benefits.