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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 Nature Conservancy, 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) |
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Amount
contributed (stock) |
$50,000 |
Cost
basis |
$20,000 |
Gift
annuity rate |
6.1% |
Annual
payments |
$3,250 |
Tax-Free
portion |
$756 |
Charitable
deduction |
$19,940 |
*This
example is based on a factor that changes monthly. Contact
our office for a personal illustration based on the latest rates.
Calculate the benefits of a gift annuity.
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.
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Contact Us
For more information please request a personal
gift proposal or
contact us so that we can assist you through every step of the process:
Email: legacy@tnc.org
Phone: (703) 841-8788
Toll-free: (877) 812-3698
Fax: (703) 812-4863
The Nature Conservancy
Gift Planning
4245 North Fairfax Drive
Suite 100
Arlington, Virginia 22203-1606 |
