Impact of Charitable Gift Annuity (CGA) on Elizabeth:
Gifts organization her $100,000.
The organization uses about $70,000 to buy an immediate annuity to provide the donor her income.
Elizabeth is now guaranteed an income stream (cash flow rate) of 5.1% (based on the current American Council on Gift Annuities for her age and single life. Rates are subject to change.)
More than double what she was receiving previously.
Receives a full tax deduction for her $30,000 gift and part of her income is non-taxable.
Impact of CGA on Organization:
The organization receives an immediate bottom line cash injection of $30,000.
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