Charitable Gift Annuity—Immediate Payment

 

 

How It Works

1. Transfer cash or other property to the ESU Foundation
2. The ESU Foundation guarantees to make lifetime payments for up to two annuitants

 

Benefits

• Guaranteed payments for life that are favorably taxed
  1.  When gift is funded with cash, part of payment will be tax-free
  2.  When gift is funded with appreciated property, part will be taxed as capital gain,
       part will be tax-free, and part will be taxed as ordinary income
• Federal income-tax deduction for a portion of your gift
• Gift will provide generous support for the ESU Foundation

 

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options
• Receive a personal calculation of this gift
• Request an eBrochure with more information about this gift

 

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