Planned Giving: Charitable Gift Annuities Illustration
How it works
You transfer cash or securities to PCRM.
PCRM pays you, or up to two annuitants you name, a lifetime annuity.
The principal passes to PCRM when the contract ends.
- You receive an immediate income tax deduction for a portion of your gift.
- Your lifetime annuity is backed by a reserve and the full assets of PCRM.
- Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
- You have the satisfaction of making a significant gift that benefits you now and PCRM later.
For more information
E-mail us, complete the personal illustration form, or call us at 202-686-2210, ext. 366, so that we can assist you through every step of the process.
Charitable Gift Annuities Related Links
Complete gift description
Is this gift for you?
Deferred gift annuity
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