Provides a long-term income stream paid on a quarterly basis to the donor and one or more beneficiaries for life
Donor can choose to share his/her income with another individual; quarterly income amounts would be divided between the donor and the simultaneous beneficiary
Donor receives a charitable tax deduction based on his/her age and the fund's recent rate of return immediately upon contributing to the fund
Donor will not incur capital gains tax on transfers of appreciated securities to the fund
Since the fund is not subject to long-term capital gains, the value of its investments is maximized and the rate of return is greater than that which could be achieved by individuals investing in low-yield stocks
Donor can make multiple contributions in varying amounts to the fund; minimum contribution amounts are modest
Donation can be in cash, marketable securities or a combination thereof
While the fund's value and the annual income paid to donors can vary every year, the fund's size and the diversity of its investments are stabilizing factors
Offers long and short term support for the SAG Foundation
