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Charitable Gift Annuities
(Gift example*)

You hold a stock portfolio that has appreciated well but only pays you 2% income per year. You are now 70, and you are concerned that if you sell some of the stock to reinvest in bonds, capital gains taxes will cut heavily into the proceeds. You want to make a gift of $50,000 to the Museum, but you need the income that your portfolio provides you.

You are looking for a gift plan that will continue this income and increase it, if possible.

Here's a summary of the income and tax benefits from this gift annuity:

Donor (Age 70)
Amount contributed (stock)	$50,000
Cost basis	$20,000
Gift annuity rate	6.1%
Annual payments	$3,050
Tax-Free portion	$756
Charitable deduction	$19,940
Click here to calculate the benefits a gift annuity would give you.
Note: The Charitable Gift Annuity is not the only gift plan that pays you lifetime income. Compare its benefits with those of the annuity trust and the unitrust.
*This example is based on a factor that changes monthly. Contact our office for a personal illustration based on the latest rates.

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E-mail: legacy@nasm.si.edu

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