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GIFT PLANNING

Volunteers of America
2660 Larimer Street
Denver, Co · 80205


Call: 303-297-0408


           The Charitable Gift Annuity – The Gift That Gives Back
 

A charitable gift annuity is a simple contract between you and Volunteers of America in which you transfer cash or securities in exchange for a fixed income each year for the rest of your life.

Your gift annuity offers four distinct advantages:
   A lifetime of payments – at attractive payout rates;
   Charitable deduction – a large part of what you transfer is a deductible
    charitable gift for those who itemize;
   Tax – free income – part of your annual payments is tax-free return of principle;
   Personal satisfaction - from making a significant gift to Volunteers of America.

Examples of Single-Life Gift Annuity Rates
 

Age of Donor

Payout Rate

Age of Donor

Payout Rate

55

5.5%

75

7.1

60

5.7

80

8.0

65

6.0

85

9.5

70

6.5

90+

11.3

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We welcome your questions about bequests and other estate planning matters.

Nancy Blevins
Major Gifts and Planned Giving Manager
(720) 264-3329

Email: nblevins@voacolorado.org

 

 


 

 

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