Class of 1963 – 50th Reunion
Charitable Gift Annuity Sample Proposals

Here are three examples of gift annuity proposals to give you an idea of what the rates and benefits would be for you if you decide to create a gift annuity for your 50th Reunion. All gifts assume a gift value of $10,000. Rates are as of June 11, 2012 and are subject to change

Example 1 – A Single Life Annuity for a person with a 1/1/1941 birth date and a gift of $10,000 cash.

Example 2 – A Single Life Annuity for a person with a 1/1/1941 birth date and a gift of long term securities worth $10,000 and with a cost basis of $5,000.

Example 3 – A Two-Life Annuity (Joint and Survivor) with two donors 1/1/1941 birth date and 1/1/1943 birth date and a gift of $10,000 cash.

For more details about charitable gift annuities, click here.

For a personal proposal, click here

To calculate your rate, click here