The Key to Certainty in an Uncertain Economy

Would you like secure, fixed payments for life? If so, you may be interested in a charitable gift annuity. If you are like many people, you have seen the value of your investments fluctuate with the markets. You might be wondering if there is a way to find true security for you and your loved ones. The good news is that with a charitable gift annuity’s fixed payment plan, you or a loved one can find the peace of mind that you are looking for.

A charitable gift annuity is a way to make a gift to support the mission of AdventHealth. First, you make a gift of cash or property to us and in return, we will make payments to you, you and a loved one, or another person for life. Each payment will be fixed, and the amount of each payment will depend on the age of the person who receives the payments. After all payments have been made, we will receive the remaining value of your gift to support the causes at AdventHealth that matter to you.

There are several benefits to donating to AdventHealth Foundation through a charitable gift annuity. Your payments are fixed as of the date of your gift. This means that your payments will never change, even if interest rates or the stock market changes. Depending upon your gift, you may receive the added benefit of mostly tax-free payments. You will also receive a charitable deduction in the year that your gift annuity is setup.

Know Your Income is Secure
A gift annuity is secure and stable because your payments are backed by the assets of AdventHealth. When you make a gift to fund a charitable gift annuity, our promise to pay you is supported by the following:

1. Our Reserve Account- We maintain an account, as required by state law, to ensure we have enough funds to make every payment to our annuitants.
2. Our Endowment Funds- The money in our endowment also backs our promise to make payments.
3. Our Real Estate and Property- All our other assets, such as real estate and accounts, back our promise to pay as well.

If you are looking to secure your future, a charitable gift annuity is the answer. Not only will you help us further our work, but you will receive the security of fixed payments for your lifetime backed by our promise.

To find out your own unique payment rate and learn more about establishing a charitable gift annuity, call Tom Kapusta, our certified specialist in Planned Giving at Call407-303-2762.