Charitable Gift Annuity
Charitable gift annuity rates have continued to rise, making the payouts you’d receive the highest in 16 years. Whether you are approaching or are in your retirement years, a charitable gift annuity can help to ensure that you don’t outlive your assets, which in turn will help you feel more secure in your retirement. It is also a way to lock in fixed payments that are safe from market swings. By setting up a charitable gift annuity right now, you will be able to take advantage of great rates while celebrating the Foundation’s 40th anniversary. It’s a win-win for us all!
Here’s how it works:
- You give assets to the R&E Foundation.
- We pay you a fixed amount each year for the rest of your life.
- The assets remaining after your lifetime support our mission.
You will also enjoy tax benefits at the time of the gift and on future payments. There are additional benefits if you give appreciated stock, including eliminating capital gains tax on a portion of the gift.
You can have peace of mind knowing the amount you’ll receive each year will not change, regardless of the market's ups and downs.
For a loved one
The gift annuity can be for one or two people, so you can include your spouse, or another loved one as a recipient. You can also make the gift in someone’s name and they will receive the payments for their lifetime.
Would you like predictable income?
Contact Linda Flo at 630-590-7773 or lflo@rsna.org for more information about this security of lifetime payments.