Giving Rate Card
Guaranteed income for life, tax benefits and personal satisfaction --
all possible with a Charitable Gift Annuity!
See how a $10,000 Charitable Gift Annuity would look for the following age brackets:
Age
|
Guaranteed
Annual Income |
One- time
Charitable Deduction |
Effective Rate
of Return** |
| 90 |
$ 950 |
$ 6,153 |
17.20% |
| 85 |
$ 810 |
$ 5,575 |
14.10% |
| 80 |
$ 720 |
$ 4,836 |
11.93% |
| 75 |
$ 640 |
$ 4,154 |
10.20% |
| 70 |
$ 580 |
$ 3,461 |
8.89% |
| 65 |
$ 550 |
$ 2,598 |
8.06% |
| 60 |
$ 520 |
$ 1,881 |
7.34% |
* The $10,000 figure is merely a convenient multiple. We will be glad to provide you with tax and financial results for any size gift.
** The “effective” rate takes into account the donor’s charitable deduction tax savings and the benefits of the tax-free income in a 33% Federal income tax bracket. Deductions vary with current rates.
CLICK HERE TO SEE NEW RATES (EFFECTIVE JULY 2010)
Please contact Benefis Healthcare Foundation at (406) 455-5840 or 1-800-544-7798 or online for a FREE no obligation analysis.
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