2011 csuf planned giving: happy seniors postcard
DESCRIPTION
planned givingTRANSCRIPT
Getting older pays.
A lot more than you think.
CALIFORNIA STATE UNIVERSITY, FULLERTON
Earn up to 9.8%* with a Cal State Fullerton charitable gift annuity.
Family, traveling, the joy of living life fully – there are lots of rewards for getting
older and a charitable gift annuity is one of them. The older you are when you
make a gift, the higher the rate you receive. Plus, you’ll get lifetime income,
a sizeable charitable tax deduction and have the joy of helping secure the
future of Cal State Fullerton – its students, faculty and programs.
For more detailed information about a
Cal State Fullerton charitable gift annuity
and other planned gifts, please call Stephen Tanenbaum,
Senior Director of Estate and Trust Planning, at 657-278-3947
or email [email protected].
www.fullerton.edu/PlannedGiving
Stephen TanenbaumOffice of Planned Giving2600 Nutwood Ave., Ste. 850Fullerton, CA 92831
ADDRESS SERVICE REQUESTED
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* Rates effective July 1, 2011. Rates subject to change. Two Lives charitable gift annuities are also available.
Age
55-64
65-74
75-84
85-89
90+
Rate Range
4.4-5.2%
5.3-6.3%
6.5-8.2%
8.4-9.5%
9.8%
SINGLE LIFE CHARITABLE GIFT ANNUITY RATES*
NONPROFIT ORG.U.S. POSTAGEP A I D
PERMIT NO. 1635SANTA ANA, CA