The Charitable Gift Annuity, once available only to the very wealthy working with larger not-for-profits, has never been more accessible. 54Freedom has training seminars and product information available to you — whether you have $100,000 or more in appreciated assets and would like to make a donation in exchange for lifetime income, you are a leader of a small or medium sized not-for-profit who wants to develop planned giving, or you are a member of the financial community who would like to help a customer address financial needs. Up until now it was virtually impossible for a disabled person to obtain life insurance or other benefits, accident coverage, or any appropriate pension support in retirement. Well, 54 freedom is changing all of that. Click the product headings below to learn more about specially designed products serving the needs of all. Click below to learn more.
![]() Brokers: There Is A Customer Who Needs Your Help! Fifty-nine and one-half or older, your customer has spent a lifetime working hard and saving money to accumulate wealth. Now, your customer wants to explore ways of accessing the appreciated capital. Your client may want to use this capital to create a fixed stream of income for life. |
![]() Setting Your Assets Free To Do Good Work. If you are fifty-nine and one-half or older and like most people our age, you have spent a lifetime working hard and saving money. You probably own assets that have appreciated a great deal over the years. As a result, you are probably facing large capital gains tax, should you access this capital. |
![]() Providing options to donors is critical. Are you doing everything that you can to attract major gifts? Donors have many choices when it comes to the charitable causes that need their support. Especially in today's economy, having a solid "case for support" and the ability to market your organization is critical. |
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Real Economic Impact (REI) Tour '11 54Freedom joins Real Economic Impact Tour (REI Tour) - a national, public/private initiative assisting low income persons with disabilities with asset building strategies, free tax preparation and filing assistance. Since 2005, The Real Economic Impact Tour (REI Tour) has assisted 332,903 people with free tax preparation, representing $312.3 million in refunds and $66.4 million in saved preparer fees. |