Charitable Annuity Arbitrage

How it Works

 

  • You receive fixed and guaranteed tax favorable income for life.

  • You make an immediate cash gift.

  • You restore the value of the assets used to your family/heirs upon death.​​


Benefits

 

  • Your assets remain in your control during your lifetime.

  • You receive guaranteed, fixed income for life as part of your gifting design.

  • In many cases, you can increase the yield you are currently receiving from Bonds, CDs, or other fixed income asset.

  • You receive an immediate income tax deduction for the immediate cash gift.

  • A portion of your income payments will be tax free.

  • You make a significant immediate cash gift to benefit the school.

 

Is the gift right for you?

CAA is for you if:

 

  • You want to help ensure the immediate as well as the future viability and strength of the school.

  • Fixed and guaranteed income for life is a benefit to you.

  • You want the flexibility of making a gift that doesn't affect your current cash flow.

  • Leaving the maximum amount of assets to your heirs/family is important to you.

Please contact the IWA Advancement Office at (361) 883-8229 or Sister Martha Ann Snapka
at (361) 877-1232 so that we can assist you through every step of the process.