Charitable Gift Annuities 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 Binghamton University Foundation, 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:
For more information Email us, complete the personal illustration form, or call us at 607-777-4712 so that we can assist you through every step of the process. | |||||||||||||||||||||||||||||||||||
