2011 csuf planned giving: happy seniors postcard

2
Getting older pays. A lot more than you think. CALIFORNIA STATE UNIVERSITY, FULLERTON

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Page 1: 2011 CSUF Planned Giving: Happy Seniors Postcard

Getting older pays.

A lot more than you think.

CALIFORNIA STATE UNIVERSITY, FULLERTON

Page 2: 2011 CSUF Planned Giving: Happy Seniors Postcard

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