Introducing the Breathe California of Sacramento-Emigrant Trails Charitable Gift Annuity, in partnership with the Sacramento Region Community Foundation
 If you would like to increase the income you currently receive from your stocks, certificates of deposits, or bonds while making a meaningful gift, a charitable gift annuity might be right for you! We would like to introduce the Breathe California of Sacramento-Emigrant Trails Charitable Gift Annuity, in partnership with the Sacramento Region Community Foundation. Not only do you receive an immediate income tax deduction, but this planned gift pays you or your named beneficiary fixed payments for a lifetime and ultimately results in a charitable contribution to our organization. Now your investment dollars can benefit both you and our organization through our Charitable Gift Annuity.
A Charitable Gift Annuity is a Win-Win Investment
- A win for all the kids who won’t start smoking because of our tobacco prevention and education programs
- A win for everyone in the region who will lead healthier, longer lives due to our air quality improvement programs
- A win for 105,000 children with asthma in our region who will miss fewer days of schools with our asthma education and management programs
- And of course, a win for you – you get a generous fixed income, guaranteed for life.
How does it work?
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You can make an agreement with SRCF in the form of cash and/or securities and name Breathe California of Sacramento Emigrant Trails as your charitable beneficiary. SRCF will make fixed payments to you for the rest of your life, depending on your age at the time of the investment. The Gift Annuity ultimately, the remainder Gift Annuity results in a charitable contribution to Breathe California.The payments are based upon your age at the time of the gift.
So, while you can take steps to secure a high annuity payment for the rest of your life, you can also realize philanthropic goals.
Click here to see our Charitable Gifts Annuity flyer. |
Sample Chart:
Age |
Rate (%)* |
65 |
6.0 |
70 |
6.5 |
75 |
7.1 |
80 |
8.0 |
85 |
9.5 |
90 |
11.3 |
|
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Why should you consider a Charitable Gift Annuity?
If one or more of the following reasons usually apply, a Charitable Gift Annuity might be right for you:
- You like the idea of a generous fixed income – guaranteed for life.
- You are looking to increase the income you receive from your bank Certificates of Deposit, money market accounts, or your stock dividend payments.
- You could use an extra income tax deduction to reduce their taxes.
- You want to simplify and consolidate several stock holdings or income sources into one guaranteed and fixed income source.
- You want to avoid the capital gains tax on the sale of appreciated stock.
- You want to make a difference right in your own community.
Questions?
If you would like more information about Charitable Gift Annuities, contact Jane Hagedorn at (916) 444-5900 ext. 210 or jhagedorn@sacbreathe.org. Thank you for your continuing support of Breathe California of Sacramento-Emigrant Trails!
* Sample rates effective 07/01/06. The minimum gift amount is $10,000. Before implementing any plans, please seek the advice of your your professional tax or financial planner.
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