Planning Pointer

Act now! Catch the benefits of current higher gift annuity rates before they fall in July
Posted May 2008

Current economic factors have led to a dip in the gift annuity rates scheduled for July (see chart), but through June 30 you can still lock in the current rates, maximizing the income you will receive for life. With a simple arrangement that you can complete through the mail, you can make a gift of cash or securities and lock in a rate of income that is fixed and guaranteed for life, providing security for your future.

Benefits of establishing a gift annuity now:

Personal satisfaction. Leave your lasting legacy at .
Relief from taxes. You receive a charitable deduction, and each payment you receive is partly tax-free. (Tip: Maximize your tax savings by funding your annuity with long-term appreciated securities.)
Higher income payments. Enjoy the security of payments for life.
Easy to set up. Can be completed through the mail.