In 2023, InnerVisions HealthCare set up an Endowment Fund. Donors can make an immediate cash donation, as well as appreciated securities, QCDs or other assets, designated as a Legacy Gift; or arrange for a deferred gift by including InnerVisions HealthCare in their will, trust or as a beneficiary of a life insurance policy or retirement plan.
One specific type of gift is called a Charitable Gift Annuity (CGA), which is a contract between a donor and a charity with the following terms: as a donor, you make a sizable gift to charity using cash, securities or possibly other assets. In return, you become eligible to take a partial tax deduction for your donation, plus you receive a fixed stream of income from the charity for the rest of your life. For more information on Charitable Gift Annuities and their benefits to you and your loved ones, visit here, and if you’re interested in trying some numbers out, here’s a CGA Calculator.
Finally, included here is the updated National Gift Annuity Foundation Fact Sheet.
Let us know today if you’re interested in including InnerVisions in your Legacy Plans!
NGAF-Fact-SheetYou can find answers to frequently asked questions about Charitable Gift Annuities here: