Planned Giving Options and Fee Structure

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Planned Giving Options and Fee Structure

Options and Fee Structure

Charitable Gift Annuity

Minimum Fair Market Value: $10,000
Advantages
  • Predictable income
  • Convenience
  • No capital gains tax on sale of securities gifted to charity
  • Accommodates small gifts
Limitations
  • One or two lives
  • Donor may incur a capital gains tax on securities sold to purchase annuity
Gift Annuities are charged administrative fee of 1% per year (1/12th of 1% per year)