DID YOU KNOW YOU CAN SECURE FIXED ANNUAL PAYMENTS FOR LIFE BY MAKING A CONTRIBUTION TO US?
It's true! Our charitable gift annuity can pay you a fixed dollar amount when you make an irrevocable gift to Morton Plant Mease Foundation.
Establishing a gift annuity with Morton Plant Mease Foundation provides a lifetime of rewards:
- Fixed, secure payments to you and/or a loved one for life
- A current income tax deduction
- Partially tax-free payments
- Future financial support for the hospitals of Morton Plant Mease Health Care
What is a charitable Gift Annuity?
A charitable gift annuity (CGA) is an irrevocable commitment to Morton Plant Mease Foundation, and is a general obligation to the Foundation - backed by all our assets. A donor transfers money, stock or property to Morton Plant Mease Foundation and received a guaranteed fixed income for one or two lives, to start either immediately or at a later date chosen by the donor.
The combination of partially tax-free income and the initial charitable deduction makes this arrangement quite attractive. The minimum gift to set-up a charitable gift annuity is $10,000.
Choosing the right plan
Each individual has very personal reasons for giving. The best estate plan is one that satisfies all your goals - the good of humanity, financial security for yourself, and provisions for those closest to your heart, including the hospitals of Morton Plant Mease Health Care.
Thanks to the concerned citizens of our community, like yourself, Morton Plant Mease Foundation has been able to grant almost $90 million during the past decade to support your hospitals.
|
