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Peace of Mind Gift Annuity


Many years ago, Clara Lehman bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built it. Over the years, the stock has increased in value many times.

Clara: I have enjoyed my home and I thought if I like my home, other people would like theirs. Because I was a happy homeowner, I purchased shares of stock in this homebuilder. It was a good investment.

While the stock has gone up in value several times, I am now tired of guessing the market. In the last few years, the stock has gone up and down in value. I think it would be much better to have a good fixed return and not worry about the stock markets.

Clara called Avera McKennan Foundation and discovered that she could receive a return of almost 7.1%, based upon her age. This fixed payment was in addition to a large income tax deduction. Clara decided to transfer $10,000 of appreciated stock to Avera McKennan Foundation.

Clara: I am delighted with my gift annuity. I receive 7.1% and saved over $1,500 in income taxes. This plan has been great. Best of all, I no longer have to watch the markets go up and down. I now have peace of mind.

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.


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Planned Giving

  • Keep us thriving with your planned gift
  • Take advantage of numerous tax and financial benefits
  • Leave a legacy to be remembered by future generations

Live Better. Live Balanced. Avera.

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© 2018 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.