Talk of The Villages Florida - View Single Post - Charitable gift annuities
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Old 11-07-2021, 08:07 AM
Redsmom Redsmom is offline
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Quote:
Originally Posted by retiredguy123 View Post
I would suggest contacting either Vanguard Investments or Fidelity Investments to explain and to handle the transaction.
Hmmm, Well since an investment company will not make a penny from our charitable gift annuity, not sure they would have any interest in talking to us.

I am surprised that these are not more popular in the current market where you can’t earn any reasonable interest rate safely. Besides the considerable tax benefit, what attracts us to this vehicle is guaranteed interest rates of 4.3% for me at age 66, and 6.5% for my 80 year old husband. And this is for life. IF we aren’t missing something - which is why I am here.