In This Issue—Fall 2022

• Common Financial Scenarios and Charitable Actions You Can Take at Year-End
• Scenarios for Uncertain Times
• Scenarios with Retirement and Income in Mind
• Rate Increase for Gifts That Pay You Income for Life

Rate Increase for Gifts That Pay You Income for Life

You may make a lasting impact on the Barnes, sustaining our efforts for years to come, and at the same time enjoy a steady stream of income for life. In July of 2022 charitable gift annuity rates increased, which means you may enjoy larger payments in addition to immediate tax benefits.

Creating a gift annuity is simple and can provide benefits including the ability to:

• Provide an elderly parent with additional income.
• Support a sibling or nonfamily member.
• Supplement your future retirement income with deferred payments.
• Provide income for yourself in case your future circumstances change.

Sample Rates for a $10,000 Charitable Gift Annuity on a Single Life