Charitable gift annuity
Establishing a charitable gift annuity will enable you to support CAI and feel confident that you have dependable income in your retirement years . This type of donation can provide you with regular payments for life , a portion of which may be tax-free .
EXAMPLE :
Owen is 75 and his wife Sue is 78 . |
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The couple signs a charitable gift annuity agreement with CAI for $ 50,000 and takes a partial tax deduction that year . |
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The donation is invested by CAI . |
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Owen and Sue receive payments on a fixed schedule for life per the terms of the annuity agreement . |
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CAI will receive the balance of the invested funds upon the passing of Owen and Sue . |
Charitable bequest
A charitable bequest is a meaningful way to plan a gift that shapes your legacy and allows you to maintain control of your assets while reducing estate taxes . The lives of thousands of people in Afghanistan , Pakistan , and Tajikistan have been changed by individuals who thoughtfully included CAI in their estate plans . A few of the ways you can leave a bequest to Central Asia Institute include naming CAI in your will or trust , or designating CAI as a full , partial , or contingent beneficiary of your retirement account , pension , or life insurance policy .
If you have already made arrangements to give a gift to Central Asia Institute by placing us in your will or trust , or through a beneficiary designation , please take a moment to let us know . By sharing your intention with us , you can work with our team to ensure your gift will be used to meet your philanthropic goals and directed to those programs that are most important to you . We would also welcome the opportunity to express to you our gratitude and provide regular and timely updates on the lives you are touching in Central Asia .
Please contact us for more information about how to support our mission in tax-wise ways . We would be honored to help !
Sonja Bahr , Senior Development Officer sbahr @ centralasiainstitute . org 406.585.7841
* All of the examples above are hypothetical and for explanatory purposes only . These illustrations are not professional tax or legal advice . Please always consult a tax advisor about your specific situation to find the best solution to meet your needs .
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