Mid-Career

Sample Gift Agreement: Capital Gifts

PLEASE NOTE: This is only a sample, and is presented as such for your reference. It should not be reproduced.

THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _____________________ (the “Donor”) whose current primary address is  _______________________, and _______________________,  a tax exempt, non-profit organization located in ______________, ________________(the “Charity”).

Sample Gift Agreement: Endowments

PLEASE NOTE: This is only a sample, and is presented as such for your reference. It is not to be reproduced.

THIS GIFT AGREEMENT is entered into this _______ day of ____________, 20__, between _________________________ (the “Donor”) whose current primary address is  ___________________________, and __________________________,  a tax exempt, non-profit organization located in ______________, _________________(the “Charity”).

Charitable Gift Annuity: How Payments Are Calculated, Part 2

(Scroll down for the question)

THE SOLUTION:

The two main factors to keep in mind when helping donors consider a CGA are 1) age and 2) number of annuitants.

Expressed as equations, they look like this:

1) O + F + L = B  

The Older the beneficiaries/annuitants, and the Fewer beneficiaries or annuitants, and the Lower the payout rate, the Bigger the overall tax benefits.

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