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Charitable Gift Annuities

Turn Your Generosity into Lifetime Income

There is a way for you to support Make-A-Wish and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity. 

With a charitable gift annuity you agree to make a gift to Make-A-Wish and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work.

This type of donation can provide you with regular payments for life and allow Make-A-Wish to further our mission. You can also qualify for a variety of tax benefits depending on how you fund your gift.

If you fund your gift annuity with cash or appreciated property, you qualify for a federal income tax deduction if you itemize. In addition, you can minimize capital gains taxes when you fund your gift with appreciated property.

If you are age 60 or older a charitable gift annuity can provide you with an income for life – and also for a spouse’s lifetime – and obtain a charitable income-tax deduction. You can also defer the start of your payments to increase your payout percentage or you can establish a charitable gift annuity for a friend or loved one. 

Benefits Include: 

  • Qualifying for a federal-income tax deduction 
  • Annuitants will receive fixed annual income for life. 
  • Possible reduction of capital-gains taxes on gifts of appreciated assets. 
  • Possible reduction of probate costs and estate taxes. 
  • Providing generous support to the Make-A-Wish Foundation of Arizona 

 

Contact Jodi Stoken at (602) 343-9440 (direct) or [email protected] to let us know your goals for your gift.