Charitable Gift Annuity
What's Your Age?
Use slider bar to select your age at the time of
donation.
donation.
How Much Will You Give?
You may choose cash, appreciated assets or a
combination of both.
combination of both.

Cash Amount Donated

Appreciated Assets Donated
+
You may choose to defer the start of your payments
to a future date.
to a future date.
How Long Do You Want to Defer Your Payments?
Use slider bar to select the number of years you would like to defer your payments.

*
Your Potential Charitable Income Tax Deduction:
$xxxxxx

Our Yearly Payments to You for Life:
$xxxxxx

Your Estimated Amount to Us:
$xxxxxx
Deductible up to 60% 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 .