Why We Give at Year-End
Tina and I have been blessed as custodians, not owners, of certain assets of the Lord's to share with nonprofits who do so much good in the communities of Eastern Iowa. Each year as the months come to an end, we are alert to contribute gifts before the Dec. 31 year-end. Though our purpose is first to be generous, we have also recognized considerable tax savings by contributing shares of stocks that have had significant appreciation.
The Dubuque Franciscans have a fond place in our hearts. I was educated by them in Dubuque, and often visited my sister, Sr. Rose Marie, at Mount St. Francis and Clare House. Giving is very rewarding!
—Charles and Tina Weepie, Cedar Rapids, Iowa
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.