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![]() Bob and Lynn were nearing retirement and wanted to establish a $20,000 two-life gift annuity, which would benefit their church and favorite Baptist entity at their death. However, before moving forward, they told their advisor that they needed to know that their payment was secure. Their advisor explained that their income would be backed by all of The Foundation's assets. Once Bob and Lynn’s advisor told them all that their promise entailed, they were were convinced that a charitable gift annuity would provide them with the security they needed. They are now enjoying fixed income for life. Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits under federal rules may be different from this example, please contact us for your specific benefits. |
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