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Dear Friend:
If the declining interest rates and the volatility of the stock market are of concern to you, Trust Counselors Network now has a Charitable Gift Annuity program! If you are holding a CD or a stock that is paying a low rate of return of 1% or 2%, you can increase that to 6% or even up to 11%. You will realize a tax deduction for the year the initial gift is made and receive a fixed rate of payment for the remainder of your life.
What makes our Charitable Gift Annuity program unique is that upon the death of the income beneficiaries, the remainder is transferred into a permanent endowment fund created for to support the causes or charities you like...in perpetuity!
TCN begins the annuity program at age 60, however younger donors may defer income until they are 60, but realize their tax benefit now. A portion of the annuity payments are tax free for a given length of time, and the donor receives a tax deduction for a portion of the value of the charitable contribution portion of the gift transferred to TCN. An annuity may be established with a minimum contribution of only $10,000.
We invite you to contact Kevin Brown or George Brown, at 215 822-6601 for more information or to have a FREE personalized illustration. Simply provide us with the needed information, and it will conveniently be e-mailed to you!
Helping you fulfill their charitable objectives is good for you and good for the community. We look forward to working with you.
Sincerely,
George P. Brown
CLU, ChFC, CPhD Founder / CEO
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