December 7, 2018

Summary of Benefits


5.5% Charitable Gift Annuity

ASSUMPTIONS:


Annuitants
75
75


Cash Donated
$25,000.00


Payout Rate from ACGA2018 Table
5.5%


Payment Schedule quarterly

at end

BENEFITS:


Charitable Deduction
$9,652.75


Annuity
$1,375.00

Tax-free Portion
$936.38


Ordinary Income
$438.62


After 16.4 years, the entire annuity becomes ordinary income.

IRS Discount Rate for 12/2018 is 3.6%

These calculations are for illustration purposes and are not legal, accounting or other professional advice. Your actual benefits may vary depending on the timing of your gift.