Planned Giving

CGA Alert: Act Now to Lock in Higher Annuities Rates

The American Council on Gift Annuities (ACGA) has recommended new lower rates of return for gift annuities effective July 1, 2008. To receive the current higher rates of return on this type of charitable gift, donors must complete their donation no later than June 30, 2008. Below is a comparison table of current and newly proposed rates for selected ages. In most cases, rates will lower by .5%, which reduces income over the lifetime of the gift annuity.

Age of annuitant

Current higher rate

Lower rate, as of July 1, 2008

65

6.0%

5.7%

70

6.5%

6.1%

75

7.1%

6.7%

80

8.0%

7.6%

85

9.5%

8.9%

90

11.3%

10.5%

For additional information, including a free custom illustration based on your specific age, please contact Kenneth Dolbashian, UUSC’s senior associate for planned giving, at 617-301-4345 or kdolbashian@uusc.org.

"Like a lot of UUs, I support many different organizations. But I've chosen to give my major gifts to UUSC because I'm convinced that a dollar given to the Service Committee does more to change people's lives and their communities than a dollar given anywhere else."

-Beverley Baxter, UUSC Member

"I'm not Bill Gates. But UUSC's planned gift allows me to give more to support the Service Committee's work than would have otherwise been possible, while providing me with an income while I need it. Giving appreciated stock is really a win-win situation because I get tax credit for the full value of the donation, the Service Committee gets the full value of the stock, and then that money is invested, producing income for me."

-Anonymous

Your planned gift to UUSC helps secure your financial future, while at the same time ensuring the continuation of UUSC's work promoting and protecting human rights around the world and in the United States. To learn more about how planned giving to the Unitarian Universalist Service Committee can be a part of your financial future, please click on a link below, or e-mail Kenneth Dolbashian at development@uusc.org.

Cash Gifts, Pledges and
Company Matching Gifts

Non-Cash Assets

Charitable Gift Annuities

Deferred Gift Annuities

Pooled Income Fund

Giving to UUSC

Charitable Remainder Trusts

Life Insurance

IRA's and Pension Plans

Bequests

Endowments

Martha Sharp Cogan Children Fund
and the Children's Wall

PG Calc's planned giving calculator
Allows you to explore the benefits of various types of planned giving options.