Have you ever wondered how to create a legacy gift through your estate that will impact future generations?
By including Sun Health in your long-term estate or financial plans, you can make a powerful statement about your values and priorities. And because there are several ways to accomplish this, you have the flexibility to fulfill your goals in a way that works best for you. One option, called a charitable gift annuity, allows you to shape our future while you receive fixed, dependable payments for life.
How It Works
The concept of a gift annuity is simple. You make a donation using cash, marketable securities or other assets. In exchange for your gift, you receive fixed payments for life. The rate of payment you receive doesn’t fluctuate with the stock market, interest rates or inflation. It is firmly set at the time of your gift and never changes. After your lifetime, the remaining balance is used to fulfill our mission.
You have potential to receive increased disposable income.
You are eligible for a potential income tax deduction for your gift.
A portion of your payment is income tax–free throughout your estimated life expectancy.
In most cases, any long-term capital gains income can be reportable over your life expectancy.
After your lifetime, the remaining portion of your gift will support our mission, helping to fulfill your philanthropic goals.
To learn more about charitable gift annuities, please call me directly at 623-832-5582 or email me at firstname.lastname@example.org to discuss details.
Information provided by The Stelter Company
Sharon Thornton, JD, LL.M,
Exec. VP and Chief Philanthropy Officer