Marist Magazine: Fall 2014 - page 37

To learn more about this way to support Marist, including a personalized sample
calculation for a Charitable Gift Annuity, please contact Senior Development Officer for
Planned Giving Shaileen Kopec at (845) 575-3468 or
A Path to the Future
For Marist Students…and You
Age Rate
Age Rate
60-61 4.4
77 6.2
62-63 4.5
78 6.4
64 4.6
79 6.6
65 4.7
80 6.8
66-67 4.8
81 7.0
68 4.9
82 7.2
69 5.0
83 7.4
70 5.1
84 7.6
71 5.3
85 7.8
72 5.4
86 8.0
73 5.5
87 8.2
74 5.7
88 8.4
75 5.8
89 8.7
76 6.0 90+ 9.0
Rates of return for two lives are
available from Marist and are
slightly lower because the period
of payment generally is longer.
Charitable gift annuities may not
be available in all states.
Life Rates
Rates are for ages at
the nearest birthday.
Minimums: 60 years old,
$10,000 contribution.
Would you like to make a gift to Marist that will help future students and also provide
you with steady payments during your retirement years? A
Charitable Gift Annuity
may be right for you.
How it works:
Through a simple contract, you agree to make a
donation of cash, stocks, or other assets to help Marist over the long term. In return,
you (and someone else, if you choose) receive a fixed payment each year for the rest of
your lifetime.
The Charitable Gift Annuity offers other benefits:
Your initial gift is partially income tax-deductible.
Your Charitable Gift Annuity payments are partially income tax-free
throughout your estimated life expectancy.
Your payments are not affected by ups and downs in the economy.
The gift annuity can be for one or two people, so your spouse
or another loved one can also receive payments for life.
If you use appreciated stock to make a gift, you can usually eliminate
capital gains tax on a portion of the gift and spread the rest of the
gain over your life expectancy.
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