Charitable Gift Annuity: Boost Your Retirement Income

You have the satisfaction of making a gift benefitting you now and supporting our mission later

Example: Donor age 70 would like to make a gift but feels she may need some additional near-term financial flexibility. Also, she owns appreciated stock paying low dividends (<2%) which she would like to convert to higher income payments.

• Transfer the stock, in return for a Charitable Gift Annuity for her lifetime.
• At her age (70), she will receive an annual annuity of 4.7%.
• After her lifetime, her gift will be used to benefit the REED Foundation for Autism.
• Requirements: Age 55 and older, minimum $20,000 gift.
• With market rates so low, CGA’s can provide a much higher income stream and diversify your retirement income.

Reminder: This information is not intended as tax or legal advice. Always check with your tax and financial advisor for professional guidance.