DRI and Foundation News

Take Advantage of Charitable Gift Annuity Rate Increase July 1!

(May 2018) It is a great time to consider a charitable gift annuity. Through a gift annuity, you can make a meaningful gift to the Diabetes Research Institute Foundation and receive a fixed annual income for life. As of July 1, 2018, charitable gift annuity rates will increase, which means the annual payment to you will be higher.

 

 

 

 

 

 


*A charitable gift annuity can benefit up to two people. Rates are based upon the age of the income recipient(s) when the gift is made. These rates are effective July 1, 2018.

Some benefits of a charitable gift annuity include:

•Fixed income stream for the remainder of your life, a portion of which will be tax-free

•A partial tax deduction

•Ability to donate different assets including cash or securities

•Reduction or elimination of capital gains tax liability

•Support for your favorite organization, such as the Diabetes Research Institute Foundation, beyond your lifetime

If you are interested in exploring the possibility of a charitable gift annuity, please contact Jill Shapiro Miller at (954) 964-4040.

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