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Charitable Gift Annuity
It's
a great option. To a deserving child, it’s priceless. Here’s an opportunity to do something
both for yourself and a deserving child. Call today for more
information.
Grand Commander Ronald A. Seale will reply personally to your
inquiry. Why select a Scottish Rite Foundation Gift Annuity?
- Significant tax deduction
- Competitive rate of return
- Fixed income for life
- Capital gains tax advantages
- Satisfaction of helping a child
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Example: $10,000 Gift Annuity
Age |
Rate of Return* |
50
|
5.3% |
60 |
5.7% |
70 |
6.5% |
80 |
8.0% |
90+ |
11.3% |
*These rates, current as of 7/1/03, are for a single life. Rates
are set annually by the American Council on Gift Annuities and
fixed for life at the time you contract for a Gift Annuity. Gift
Annuities are not available in some states This
chart is for illustrative purposes and is not intended as legal
advice. Please consult your attorney or financial advisor. A
Gift Annuity is an irrevocable gift, not an investment. It is
not insured by the federal or any state government, but is backed
by the assets of the Scottish Rite.
To
learn more about the Scottish Rite
Gift Annuity Program,
please call
1-800-486-3331
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