News & Events | Leaving a Legacy - A Gift of Security | Truman Heartland Community Foundation
 

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Leaving a Legacy - A Gift of Security

A charitable gift annuity is a way you can make a gift to support your favorite charitable cause and receive cash back every year for as long as you live.

A charitable gift annuity (or CGA) is a simple arrangement in which THCF promises to make payments to you (with rates based on your age) in exchange for your gift to us of cash, CDs, or an appreciated asset. No matter what happens with the economy, your payments are secure and a fixed amount that will never change. You will receive a tax-saving charitable deduction, and a portion of your payments could be tax-free.

In addition to lifetime payments, a CGA provides an income tax deduction in the year you make your gift, potentially lower estate taxes (if your estate is taxable), and the opportunity to avoid capital gains if you give appreciated assets.

With a CGA, you can feel the satisfaction that comes with supporting a cause you care about while achieving your personal and financial goals. Don’t hesitate to get in touch with us to review your potential payments and tax savings.



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