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Charitable Gift Annuity - Immediate
How It Works
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You transfer cash or securities to BGEA. |
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BGEA pays you, or up to two annuitants you name, a lifetime annuity. |
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The remaining principal passes to BGEA when the contract ends. |
Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your lifetime annuity is backed by a reserve and the full assets of BGEA.
- Your annuity payments are treated as part ordinary income, part capital gains income, and part return of principal.
- You have the satisfaction of making a significant gift that benefits you now and BGEA later.
For More Information
E-mail us, complete the personal illustration form, or call us at (877) 247-2426 so that we can assist you through every step of the process.
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