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THE PREDICTABILITY OF ANNUITY TRUST

Are you uncomfortable letting your future retirement dollars ride the up and down of the stock and bond market?  Do you consider short-term money market rates too unstable and less than appealing?

You can make a gift supporting the Seventh-day Adventist Church – through an annuity trust an realize many financial an tax benefits.

Here’s How It Works

This plan will pay you a fixed dollar amount every year for the rest of your life, with no investment worries or responsibilities.  Then after your lifetime (and the lifetime of a surviving beneficiary, if desired), the trust remainder is available for the Church.

At the outset, you decide the amount to be paid to you each year from the trust.  Then you irrevocably transfer assets to fund your annuity trust.  You’ll receive income from the investment of the assets, and it will be the same amount for the rest of your life, regardless of changing interest rates and stock market fluctuations.

Look at the tax advantages: You can take an income and gift tax charitable deduction in the year you establish your trust.  And a gift of appreciated security can assure even more valuable tax savings because you avoid any immediate tax on the capital gain.

Weigh the Benefits You Can Enjoy

Consider these attractive features an annuity trust offers you:

A fixed and certain dollar income for your life.

A sizable income and gift tax charitable deduction.

A way to increase income from a low-yield holding.

Freedom from investment responsibilities.

Avoidance of immediate capital gains tax on appreciated assets used to fund the trust.

An annuity trust is especially appropriate for older donors who are not as concerned about inflation as they are about investment stability.

Gift Legacy PresentsYou may use the Gift Legacy Presents Calculator to find out what you can expect to receive with an annuity trust.

 


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To find out more, click a button to the left  for a professional from your local conference or college . . .  or you may complete the “Contact Us” form.

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This organization is not engaged in legal or tax advisory services.  For advice or assistance in specific cases, the services of an attorney or other professional advisor should be obtained.  The purpose of this web site is to provide accurate and authoritative information of a general character only.  State laws govern wills, trusts, and charitable gifts made in a contractual agreement.  Advice from legal counsel should be sought when considering these type of gifts.