Winter 2007

PDF VERSION
Support National Jewish Medical and Research Center and Help Yourself with Increased Income
Program Stability
- Offering gift annuities for more than 25 years with more than 750 satisfied annuitants
- One of the largest gift annuity programs in the country with $24 million invested in over 900 annuities
Financial Benefits
- Locked-in high rates of payment up to 11.3 percent, based on age
- Guaranteed fixed income for life
- Income is partially tax free
- Offers a significant tax savings on gifts of appreciated stock
- Capital gains tax savings on gifts of appreciated stock
Current Income on an Immediate $10,000 Gift Annuity
Age Rate* Annual Income Tax Deduction
60 5.7% $570 $3,691
70 6.5% $650 $4,353
75 7.1% $710 $4,749
80 8.0% $800 $5,147
90 11.3% $1,130 $5,859
*Rates effective July 1, 2007 and subject to change
To find out if you qualify for special rates please contact Gordon Smith at 1-800-423-8891, ext. 1049, or 303-398-1049, or email at smithg@njc.org.