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Chuck and Sandy - Peace of Mind Gift Annuity

Chuck and Sandy - Peace of Mind Gift Annuity

To take advantage of the low Capital Gains taxes in property sales, Chuck and Sandy decided to sell some property they had bought years earlier that had appreciated in value. With that decision, came the possibility of paying extensive capital gains taxes. Because Chuck and Sandy have had a long relationship with Hope Haven, they decided to utilize Hope Haven's Charitable Gift Annuity program when they discovered that they could receive a return of 6.0%, based upon their ages. This fixed payment was in addition to a large income tax deduction.

Chuck: "My wife and I have both served on the Hope Haven board and wish to remain faithful stewards to this wonderful organization. A Charitable Gift Agreement was a convenient instrument that gave us a much needed tax deduction, and gave us the peace of mind that Hope Haven would benefit through these funds."

Sandy: "In addition to the wonderful gift to Hope Haven, we are assured that we will earn a respectable amount of income that will benefit us for the rest of our lives."

Please note: Since your gift annuity benefits may be different, you may want to click here to view a color example of your gift annuity benefits based on your age.


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