DEPENDABLE - PREDICTABLE - RELIABLE
Religious & Educational Institutions
No Foundations Needed
No Management Fee
Age Limit - 85
Minimum gift of $10K
Donor receives monthly payments for five years.
Fixed Interest Rates - 5 Year Guarantee
Principal and Interest Rates Guaranteed by regulated financial institutions.
Federal Annual Gift Tax Exclusion
Under the lifetime gift tax exemption a donor can give gifts of cash up to a specified amount without paying any federal gift tax:
$5.45 Million per individual
$10.9 Million per couple
The Annual Gift Tax Exclusion
$14K per individual
$28K per couple