Deferred Charitable Gift Annuity
What's Your Age?
Use slider bar to select your age at the time of
donation.
donation.
YEARS
45
55
65
75
85
95
105
115
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135
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AGE 2
45
55
65
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How Much Will You Give?
You may choose cash, appreciated assets or a combination of both.
Cash Amount Donated
Appreciated Assets Donated
*
Your Potential Charitable Income Tax Deduction:
$7,662
Our Yearly Payments to You for Life:
$3,250
Your Estimated Amount to Us:
$50,000
Deductible up to 50% of your adjusted gross income for cash gifts.
Deductible up to 30% of your adjusted gross income for appreciated property owned for more than one year.
Unused amount may be carried over for up to five additional years.
Deduction based on xxxxx payments and a XX% charitable midterm federal rate.
Deductible up to 30% of your adjusted gross income for appreciated property owned for more than one year.
Unused amount may be carried over for up to five additional years.
Deduction based on xxxxx payments and a XX% charitable midterm federal rate.
Payment Rate:
XX%The payment rate is a fixed amount that will not change from year to year.
Payment Breakdown:
Tax-Free Income: $X,XXX.XX
Ordinary Income: $X,XXX.XX
Long-Term Capital Gain Income: $X,XXX.XX
This payment breakdown applies until you reach your estimated life expectancy, after which the full payment is taxed as ordinary income.
This is a very general estimation of the amount that will go to us if you reach your life expectancy.
Please note that the green bars are displayed using a percentage value, rather than a numeric value.
Copyright © The Stelter Company, All rights reserved.The information in this illustration is not intended as tax or legal advice. For tax or legal advice, please consult an attorney
or CPA. Charitable gift annuities may not be available in all states. Figures cited in examples may not reflect your personal
circumstances, are for hypothetical purposes only and are subject to change. References to estate and income tax include
federal taxes only. State income/estate taxes or state law may impact your results. Rates are current as of .
