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How It Works
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You transfer cash or securities to Tyler.
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Tyler pays you, or up to two annuitants you name, fixed income for life.
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The principal passes to Tyler when the contract ends.
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Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your annuity payments are guaranteed for life, backed by a reserve and the assets of Tyler.
- Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
- You can have the satisfaction of making a significant gift that benefits you now and Tyler later.
More
To learn more about charitable gift annuities, Email us, complete the Information Request form, or call us at 610-566-9134 x206 so that we can assist you.
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