Charitable Gift Annuities
(Gift illustration)

How it works

	You transfer cash or securities to THE ASSOCIATED.
	THE ASSOCIATED pays you, or up to two annuitants you name, a lifetime annuity.
	The principal passes to THE ASSOCIATED when the contract ends.

Benefits

• You receive an immediate income tax deduction for a portion of your gift.
• Your lifetime annuity is backed by a reserve and the full assets of THE ASSOCIATED.
• Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
• You have the satisfaction of making a significant gift that benefits you now and THE ASSOCIATED later.

For more information

Email us, complete the personal illustration form, or call us at 410-727-4828 so that we can assist you through every step of the process.

THE ASSOCIATED
101 W. Mt. Royal Avenue
Baltimore, MD 21201
410-727-4828 | Fax: 410-837-1342
E-mail: mfriedman@associated.org

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