Charitable Gift Annuities
Receive Financial Peace of Mind Today and
Create a Legacy for Years to Come
Charitable Gift Annuities with Oakcrest School
Charitable Gift Annuities with Oakcrest School
What if you were able to make a charitable gift to Oakcrest that rewards you or your loved ones with dependable fixed income for life, a charitable income tax deduction, a potential reduction in estate taxes, and even capital gains tax savings. If you establish a Charitable Gift Annuity you could receive all of this, and more.
Charitable Gift Annuities are designed for people of retirement age or older. The older you are, the higher the return on your investment and the bigger the impact you can have on the Oakcrest mission. The income it pays is based on your age and remains fixed for life and typically, a portion of your income will be tax-free for a number of years.
Charitable Gift Annuities are designed for people of retirement age or older. The older you are, the higher the return on your investment and the bigger the impact you can have on the Oakcrest mission. The income it pays is based on your age and remains fixed for life and typically, a portion of your income will be tax-free for a number of years.
Setting up a Charitable Gift Annuity with Oakcrest might be right for you if
• You or your intended annuitant are of retirement age or older.
• You prefer fixed income over fluctuating income.
• Your gift would be made with cash or marketable securities rather than real estate or tangible property.
• You prefer fixed income over fluctuating income.
• Your gift would be made with cash or marketable securities rather than real estate or tangible property.
Major Benefits
• Fixed income for life, some of which may be tax-free for a term of years.
• Charitable income tax deduction.
• Capital gains tax savings.
• Oakcrest receives an incredible gift to strengthen its mission for years to come.
• Charitable income tax deduction.
• Capital gains tax savings.
• Oakcrest receives an incredible gift to strengthen its mission for years to come.
If you would like to learn more about setting up a Charitable Gift Annuity with Oakcrest School, contact Michael Barvick, Director of Institutional Advancement at mbarvick@oakcrest.org.
1619 Crowell Road, Vienna, VA 22182
703-790-5450
703-790-5450
