seminar

Financial Interest Group: The SFU Gift Annuity Program for Secure Income and Charitable Donation to SFU

March 22, 2011

Time: 12:00PM–1:30PM

Location: Halpern Centre

Doug Puffer of the sFU Advancement Office will discuss the Gift Annuity Program recently introduced at SFU.

A very real concern among seniors is that giving a large gift today will affect their income for the future. This unique financial plan enables retirees to make a gift to SFU while enjoying higher income and the added security of guaranteed tax-favorable income for life. He will describe how it frees up investment and money management concerns, provides tax-free income, provides a charitable gift for income-tax purposes, and improves with time.