CHARITABLE GIFT ANNUITY

A charitable gift annuity is a contract between you and Anderson Animal Shelter in which the shelter will pay you, another person or two people a defined monthly benefit for life based on certain calculations and the amount of your total gift. The minimum amount required to initiate this type of annuity is $10,000. Use the gift annuity calculator to receive a general idea of what your benefits might be. Exact benefits will need to be confirmed upon review and verification of all necessary details.

You are eligible for immediate benefits if you are 60 years old or older. You do have the ability to defer payments, if so desired, which makes this type of gift an excellent choice for retirement planning. Your gift can be made with cash or any marketable securities.

You can create a Deferred Payment Charitable Gift Annuity at age 50. Your annuity payments will still start at age 60. You do have the ability at age 60 to defer your benefit payments up to one year.

You, as the donor, are eligible to receive any and all tax benefits for the year in which the gift is made.

Your gift to Anderson Animal Shelter is an irrevocable gift which becomes the shelter’s asset. Payments made to you by Anderson Animal Shelter become their general and legal obligation. Anderson Animal Shelter backs the annuity and invests the gift according to acceptable disciplined and conservative financial standards.

A portion of each payment that you receive is tax free for a number of years. There are additional advantages if the annuity is funded with appreciable securities rather than cash. Please consult your advisors to fully understand the best method for you.

This type of plan allows you to make a significant gift to Anderson Animal Shelter for your immediate benefit and for its long term benefit.

ESTATE & PLANNED GIVING INQUIRIES

Susan Lyons, Director of Major Gifts and Planned Giving

(847) 697-2880 ext 31

slyons@andersonanimalshelter.org

Shelter Holidays

New Year's Day  ·  Memorial Day  ·  Fourth of July  ·  Labor Day  ·  Thanksgiving Day  ·  Christmas Day

We will close at 3pm on Christmas Eve and New Year's Eve.

NORTH AURORA

Adoption Center

180 N Randall Road

North Aurora, IL 60542

Next to Pet Supplies Plus

(847) 697-2880 ext 80

northaurora@andersonanimalshelter.org

Adoption Center Hours

By appointment only.

SOUTH ELGIN

Main Shelter

1000 S La Fox Street

South Elgin, IL 60177

(847) 697-2880

(847) 697-8229 fax

info@andersonanimalshelter.org

Adoption Center Hours

By appointment only.

BLOOMINGDALE

Adoption Center

412 W Army Trail Road
Bloomingdale, IL 60108

Inside Petco

(847) 697-2880 ext 90

bloomingdale@andersonanimalshelter.org

Adoption Center Hours

By appointment only.

New Year's Day, Easter, Memorial Day, Fourth of July, Labor Day, Thanksgiving Day, Christmas Day

Anderson Animal Shelter is a registered 501(c)(3) non-profit recognized by the IRS.

Copyright © 2014-2020 Anderson Animal Shelter

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