Charitable Gift Tab1
A CHARITABLE EXCHANGE IS THE EXIT STRATEGY FOR SENIORS WITH INVESTMENTS.

IT IS A SIMPLE TRANSACTION. YOU GIVE TITLE TO YOUR PROPERTY AND YOU RECEIVE A PACKAGE OF BENEFITS IN EXCHANGE.

THE BENEFITS YOU WILL RECEIVE INCLUDE:
  • A GIFT ANNUITY PAYABLE FOR TWO LIFETIMES.
  • A TAX DEDUCTION FOR UP TO 50% OF THE VALUE OF THE PROPERTY.
  • A WAIVER OF PAYING CAPITAL GAINS TAXES OR COMMISSION ON THE EXCHANGE
  • A CASH DONATION IS SENT TO THE CHARITY IF YOUR CHOICE.

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