Peace of Mind Gift Annuity

Many years ago, Clara Lehman bought a home. Since she was very pleased with her home, she decided to buy stock in the company that built and sold her home. Over the years, the stock has gone up and down in value many times.

Clara: This stock was a good investment. I have enjoyed my home and I thought if I like my home, other people would like theirs. Because I was a happy homeowner, I purchased the shares of stock in this homebuilder. While the stock has gone up in value several times, the stock has also gone down and now I'm tired of guessing what the market will do. I think it would be much better to have a good fixed return and not worry about the stock markets.

Clara called the Foundation and discovered that she could receive a return of almost 8%, based upon her age. This fixed payment was in addition to a large income tax deduction. Clara decided to transfer $10,000 of appreciated stock to the Foundation.

Clara: I am delighted with my gift annuity. I receive 8% and saved over $1,500 in income taxes. This plan has been great. Best of all, I no longer have to watch the markets go up and down. I now have peace of mind.

Donor stories like these are now available on our website with the addition of the newly added Crescendo Planned Giving software. There is now a dedicated portion of our website for Planned Giving information for both donors and Professional Advisors.

The donor pages exist to help donors learn how gift planning ideas can be of personal benefit. Donors can: view donor stories, read the Weekly Article, view the Personal Finance Note of the week, and learn about personal finance news.

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFC, trust officers and other professional friends. Professional Advisors can: view the latest charitable tax news, research charitable tax questions, calculate a charitable deduction, and view gift illustrations.

Visit our website today by logging onto www.cfmdin.org and click on the Planned Giving page to access all of this valuable information.

Development Officer
The Community Foundation of Muncie & Delaware County, Inc.
Phone: (765) 747-7181 • Fax: (765) 289-7770
Email: jcrosby@cfmdin.org