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Charitable Gift Annuity - Immediate


How it works

  1. You make a gift of cash or securities to the Witham Health Services Foundation.
  2. Witham Health Services Foundation pays you, or up to two individuals you name, quarterly payments for life.
  3. The remainder will be used by the Witham Health Services Foundation to support programs and services, or for a specific need you have designated.

Benefits

  • You qualify for an immediate income tax deduction for a portion of your gift. This is because you receive a portion of your money in return as an annuity payment.
  • A lifetime annuity is backed by the assets of the Witham Health Services Foundation.
  • If appreciated assets are given, the annuity payments are generally treated as part ordinary income, part capital gains income and part tax-free income.
  • You have the satisfaction of making a significant gift that benefits you and Witham Health Services.

For more information

Email us at foundation@witham.org or call us at 765-485-8112 so that we can assist you through every step of the process.



Questions? Please contact:
Witham Health Services Foundation
2705 N. Lebanon Street, Suite 115
Lebanon, IN  46052
Phone: 765-485-8112
Fax: 765-485-8139
foundation@witham.org








© 2014 Witham Health Services | 2605 N. Lebanon Street | Lebanon, IN 46052 | (765) 485-8000