Leaving a Legacy May Be Easier Than You Think

TREES THRIVE FOR GENERATIONS, and so can your support of the Arbor Day Foundation when you establish a charitable gift annuity. As you receive consistent retirement income, your gift will leave a legacy for years to come.

Charitable gift annuities offer retirement income with a large portion of it tax-free. For example, Patricia, age 84, made a $75,000

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Please provide me with a confidential quote for an Arbor Day Foundation Charitable Gift Annuity.

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I am considering a gift annuity of $

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($10,000 minimum)

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Email donation to the Arbor Day Foundation for a charitable gift annuity. She receives $5,700 (7.6%) annually, with $4,685 of it tax-free. And at tax time, she can take a $40,785 charitable deduction that can be spread over several years if necessary.

According to the SECURE Act 2.0, individuals over 70½ can make a one-time $50,000.00 Qualified Charitable Distribution (QCD) from an IRA account to a charitable gift annuity. This distribution will count toward the donor’s required minimum distribution for the year and will not be recognized as ordinary income for tax purposes. Rather, taxes will be spread out and paid on the individual gift annuity payments.

To receive additional information about charitable gift annuities, please mail in the coupon, call Erin Mousel at 888-448-7337, ext. 9614, or email giftplanning@arborday.org.