Planned Giving

Gifts That Pay You An Income

Do you want to support AFBIU, but worry about having enough income for yourself and your loved ones?

Maybe you have a lot of stock that you are saving for your retirement. You plan to sell off the low basis stock as you need the money. But the stock has greatly appreciated. As you sell it, you will face significant capital gain tax. What will you do?

AFBIU offers several gifting plans that provide you with a fixed or flexible income over your lifetime. You can make a gift that will pay a sizable, secure income to you or a loved one throughout your lifetime or theirs, after which the AFBIU will use the remaining assets for the purposes you specify. You'll receive an immediate income tax deduction.

Notice: Consult your legal and tax advisors before making any material decisions based on this information.

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