Getting older pays.
A lot more than you think.
C A L I F O R N I A S TAT E U N I V E R S I T Y, F U L L E R T O N
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 stanenbaum@fullerton.edu.
PlannedGiving
www.fullerton.edu/
SINGLE LIFE CHARITABLE GIFT ANNUITY RATES*
Age
Rate Range
55-64
4.4-5.2%
65-74
5.3-6.3%
75-84
6.5-8.2%
85-89
8.4-9.5%
90+
9.8%
* Rates effective July 1, 2011. Rates subject to change. Two Lives charitable gift annuities are also available.
CALIFORNIA STATE UNIVERSIT Y, FULLERTON / UNIVERSIT Y ADVANCEMENT / PL ANNED GIVING
Earn up to 9.8%*
Stephen Tanenbaum Office of Planned Giving 2600 Nutwood Ave., Ste. 850 Fullerton, CA 92831 ADDRESS SERVICE REQUESTED
NONPROFIT ORG. U.S. POSTAGE P A I D PERMIT NO. 1635 SANTA ANA, CA