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Charitable Gift Annuity

How it Works:
 
Ø      You transfer your cash or securities to Big Brothers Big Sisters of SW Florida.
Ø      Big Brothers Big Sisters pays you, or up to two annuitants you name, fixed income for life.
Ø      The principal passes to Big Brothers Big Sisters of SW Florida when the contract ends.
 
Benefits:
Ø      You receive an immediate income tax deduction for a portion of your gift.
Ø      Your annuity payments are guaranteed for life.
Ø      Your annuity payments are treated as part ordinary income, part capital gains income, and part tax-free income.
Ø      You can have the satisfaction of making a significant gift that benefits you now, and the children we serve at Big Brothers Big Sisters later.
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March 2010 Port Charlotte Newsletter
February 24th, 2010

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Dieter & Joey
Dear Big Brothers Big Sisters of SWFL:   Joey and I will be together for four years on 16 ...
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