Lock in a Secure Fixed Income!
Take advantage while the higher rates last!
Request a FREE no obligation illustration
Secure fixed income for life
Charitable tax deduction
Attractive rates
Support your local community
Use your IRA Required Minimum Distribution to fund a Life Income Gift
(restrictions apply)
CALL TODAY to secure these higher rates.
Setting up your gift annuity can be completed by phone or a safe visit.
| NEW ONE-LIFE RATES | |||
|---|---|---|---|
| AGE | RATE | *EFFECTIVE RATE UP TO: |
Gifts that pay income for life
Special Savings
Vital Support
Another Option:
Now you can use your IRA distribution to fund a life income gift with rates as high as 10.10%. This is a one-time distribution up to $54,000. Your gift will also provide help in your community. Request your FREE illustration. |
| 65 | 5.70% | 8.80% | |
| 70 | 6.30% | 10.10% | |
| 75 | 7.00% | 11.60% | |
| 80 | 8.10% | 14.00% | |
| 85 | 9.10% | 16.60% | |
| 90+ | 10.10% | 19.50% | |
| Effective January 1, 2024 Two-life rates available. Rates subject to change. *Effective Rates are based on personal tax brackets |
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CALL: (800) 298-6532
Life Income Plans - Gifts that Give back
Learn how you can earn lifetime income and help The Salvation Army
Rates as High 10.10%!
Through The Salvation Army’s popular and flexible life income plans (chartiable gift annuity) you can enhance your income and make a gift with favorable tax results.
How a Charitable Gift Annuity Works?
You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.
Benefits of a Charitable Gift Annuity
- Secure fixed payments to you and/or another annuitant
- Charitable income tax deduction that can be carried over for six years
- Significant portion of income is tax-free for life expectancy
- Help those less fortunate in your community
How a Charitable Gift Annuity works:
A Gift Annuity allows you to make a difference in your community, while receiving lifetime income.
- You transfer cash or property to The Salvation Army
- In exchange, you will receive secure fixed payments for life. The payment can be quite high depending on your age, and a significant portion of each payment is tax-free.
- You will receive a charitable income tax deduction.
- You also receive the satisfaction of knowing that you will be helping others in your community.
You can fund a Charitable Gift Annuity with cash or stock. If you use appreciated assets to fund a Charitable Gift Annuity you can avoid the capital gains tax, plus receive tax-free income for a significant portion of the payment and receive a charitable income tax deduction. Please inquire about other assets that you might be able to use to fund a Charitable Gift Annuity.
Receive a FREE booklet and no obligation illustration!
Complete the following for a free no obligation illustration on the income and tax benefits based on your specific information.