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?

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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.

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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.