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| Planned
Giving - Gift Annuities |
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A
Gift that Pays You
A charitable gift annuity is a contract that
provides you with:
- Guaranteed payments for life
- An immediate income tax deduction
- Partially tax-free payments and capital gains
bypass
- Satisfaction of making a gift to IONS
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The following
is an illustration of the financial benefits that one would
receive through a gift annuity:
“Mary
Thomas”, age 70, funds a $10,000 charitable
gift annuity that will benefit IONS at the end of
her lifetime.
She
receives an immediate income tax deduction of $4,036
when she sets up the annuity.
- Her
annual payment for life is $650.
- $310
of her payment is tax-free until 2022.
Whatever
remains in her account at the end of her lifetime
benefits IONS.
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Chart
your rate:
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Your Age: |
Your Rate:* |
Your Deduction: |
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65 |
6.0% |
$3,656 |
70 |
6.5% |
$4,036 |
75 |
7.1% |
$4,499 |
80 |
8.0% |
$4,956 |
85 |
9.5% |
$5.294 |
90 |
11.3% |
$5,574 |
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*
Based on $10,000 gift made in 2006. Minimum gift amount
is $10,000. Minimum age is 65. Minimum age for a deferred
annuity is 45. Two-life rates and deduction estimates also
available.
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"When
one of my CDs matured I decided to use the asset to
set up a Charitable Gift Annuity with IONS. It nicely
increased my monthly income and allows me to support
IONS with an endowment at the end of my lifetime It
is soul-fulfilling to be involved with IONS as it
endeavors to create a shift in worldview from one
of feeling separate to an awareness that we are all
connected. I feel blessed to be able to participate
in this critical shift so needed by our planet."
-Claire Russell
IONS Visionary Circle Member |
If you would like more information, or to contribute to this
program please contact:
Kathleen Erickson-Freeman
Institute of Noetic Sciences
Donor Relations
101 San Antonio Road
Petaluma, CA 94952
707.779.8232
Email: kathleenfreeman@noetic.org
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