Gifts That Pay You Income

Imagine a gift that pays you back- emotionally and financially.  Charitable Gift Annuities offer many advantages to donors planning a gift to Volunteers of America.

A Charitable Gift Annuity with Volunteers of America provides you a guaranteed stream of fixed income for life and immediate income tax savings, while you leave a legacy to help those we serve.

In exchange for a gift of cash, securities, property or other assets Volunteers of America will provide a guaranteed annuity payment for life to you, to your survivor, or to loved ones you designate.  In a deferred gift annuity, income payments begin at a future date of your choice, such as the time of your retirement.  Your tax deduction and the annual rate of return on your annuity increase the longer you wait to start payments.  This is an excellent retirement planning tool to put in place during prime earning years.

The tax advantages of both current and deferred annuities are twofold. First, you receive an immediate charitable deduction on income taxes when you create your annuity.  Secondly, a portion of the payments you receive may be treated either as a tax-free return of principal, or long-term capital gains.  The effect is to increase net after-tax income while you support our mission and work in your community.

For further information please contact PJ Treide, Director of Development, at 307-672-0475 ext. 215 or e-mail her at pjtreide@voawymt.org for a confidential analysis of your estate planning program.