Gifts That Provide Income to You and Others

Did you know that it is possible to make a gift for the eventual benefit of Junior Achievement while retaining income for you, your spouse, and/or other loved ones? In fact, you can choose from among several ways to give that feature income for life or another period of time.

Those who make use of these gift plans may find they can give more than they ever thought possible when they discover the additional benefits of tax savings, professional asset management, and regular payments for a time period they choose.

They may also find that making significant gifts need not mean sacrificing their own or their loved ones’ financial security. In fact, giving in this way can result in meeting a number of goals by helping one:

• Increase income from low-yielding stocks, bonds, or other assets
  
  
• Enjoy generous income payments to help cover expenses in pre-retirement years
  
  
• Create a supplemental source of retirement income that is permanently set apart from other assets
  
  
• Assure a protected income for a spouse or other surviving loved ones
  
  
• Arrange to provide funds to assist parents in later years
  
  
• Plan to cover educational or other expenses for children or grandchildren

Click HERE for a summary of plans that feature income for you and/or Junior Achievement.