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Gift Annuity

Do you have stock, CD's or bank accounts that pay less interest than what you would earn from a charitable gift annuity? Since a portion of your gift annuity payments are tax-free, your effective rate of return is boosted even higher. Better yet, your rate is guaranteed for life. Can your broker make the same promise?

This is how it works. You donate assets to Women's American ORT and our professional money managers reinvest them. You receive a fixed income for life, an immediate income tax deduction and the satisfaction of knowing that one day your generosity will benefit needy and deserving ORT students in 60 countries around the world.

Single-life or two-live charitable gift annuities can be established.

Like a fine wine, your gift annuity rate gets better with time. The older you are at the time you establish a charitable gift annuity, the higher your rate of return will be.

 

Sample Gift Annuity Rates
Effective July 1, 2003

Single Life

     Your Age         Rate of Return
        
                55                      5.8%

                60                      6.0%

                65                      6.0%

                70                      6.5%

                75                      7.1%

                80                      8.0%

                85                      9.5%

                90 & Over               11.3% 

(For illustrative purposes only. This information is not intended as legal, financial or tax advice. Please consult your own advisors.)


If you would like to learn more or obtain a complimentary personalized illustration showing how a charitable gift annuity can benefit you (and another beneficiary), please send an e-mail with your birthdate(s), name and address to . All inquiries will be held in strict confidence.


Women's American ORT has several Planned Giving programs that can be tailored to your individual financial needs. If you are interested in discussing this very important topic, please contact our Planned Giving Advisor to schedule a consultation. Email us at or call 1-888-802-6088.


     
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