The Benefits of Gift Annuities

Tuesday, June 9, 2015

The Benefits of Gift Annuities
ByGerry W. Beyer
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A charitable gift annuity can be a good investment that gives the client a lifetime income stream. These investment strategies are regulated by the American Council on Gift Annuities (ACGA), which promote charitable causes and sets the annuity payout rate. A portion of the payments made towards gift annuities are tax free. To avoid making mistakes, it is important to work with a CPA or tax advisor. There are no annuity agents involved with this investment strategy, gift annuities are bought directly from the charities. Clients should consider looking into gift annuities when thinking about making financial investments.

Gift annuities are the gifts that keep on giving, Market Watch, June 9, 2015.

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Required disclosure from the Illinois Securities Department:
All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of losses.
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The Benefits of Gift Annuities

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