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1. Attractive Rates. Compare our gift annuity rates with
those you might receive from a certificate of deposit. You will likely
be pleasantly surprised.
Bernie Bierman
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2. Regular Payments. You will receive
quarterly income payments at the end of March, June, September and
December.
3. Fixed Income. The amount of your income payments
is fixed when you fund your gift annuity, and it will remain the
same throughout your lifetime. It will not rise or fall with the
economy. That can bring peace of mind in uncertain times. |
4. Lifetime Benefit. Gift annuities are for life. Each
Elderhostel annuity can benefit one or two older adults throughout their
lifetimes.
5. Dependable Source. Elderhostel stands behind all of
our gift annuities. We have a reserve fund set aside to meet our obligations
and we back up our annuity obligations with the full financial assets
of Elderhostel.
6. Relief from Taxes. Since part of your contribution
for a gift annuity is considered a charitable gift by the IRS, you will
receive an income tax charitable deduction to apply to an itemized return.
Also, some of your annuity income will be tax-free, increasing the payment
value.
7. Simple Process. Obtaining a gift annuity from Elderhostel
is easy. We provide you with a tailor-made illustration so you can see
how it works with your age and contribution amount included. You can share
these materials with your family and advisor(s).
8. Personal Satisfaction. Every time you receive a payment,
you will be reminded that your gift benefits Elderhostel and the educational
programs you and thousands of others value.
Please use our Planned
Giving Calculator to calculate the income and tax benefits
to which you may be entitled if you establish a charitable gift annuity
with Elderhostel.
To receive a complete packet of information, including calculations
personalized for you, please contact ann.lamond@elderhostel.org
or call toll free (877) 737-0664.
Ann Lamond
Leadership and Planned Giving Officer
11 Avenue de Lafayette
Boston, MA 02111-1746
Toll free (877) 737-0664
As with any matter of this nature, we suggest you consult your
attorney or tax advisor. The information presented here is not intended
to be legal or tax advice.
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