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Unhappy with Today’s Low Interest Rates? Earn as Much as 9.5% Annually with an ORT America Charitable Gift Annuity!
In today’s uncertain economic times, you may be disappointed to find that your certificates of deposits (CDs) and money market accounts are averaging 2% to 3%.
The ORT America Charitable Gift Annuity program provides tax savings and fixed annual annuity rates as high as 9.5%, depending on your age when you set up the gift, in exchange for your charitable gift (minimum $10,000). Since a portion of your gift annuity payments are tax-free, your effective rate of return is boosted even higher.
This is how it works: You donate cash or appreciated marketable securities to ORT America and our professional money managers reinvest them. You receive attractive fixed payments for life based on your age, an income tax deduction and the satisfaction of knowing that one day your generosity will benefit ORT students in 63 countries around the world.
If you are interested in developing a personalized gift plan and want to discover which gift options are right for you click here and follow ORT’s Gift Guide.
Charitable gift annuities can be established for one or two lives. Like a fine wine, gift annuity rates get better with time. The older you are at the time you establish a charitable gift annuity, the higher your rate of return will be.
Sample Gift Annuity Rates
Based on Single Life |
| Age |
Rate |
| 55 |
5.0% |
| 60 |
5.2% |
| 65 |
5.5% |
| 70 |
5.8% |
| 75 |
6.4% |
| 80 |
7.2% |
| 85 |
8.1% |
| 90+ |
9.5% |
| For illustrative purposes only. This information is not intended as legal, financial or tax advice. Please consult your own advisors. |
Give ORT Students The Chance to Succeed!
If you would like to learn more or obtain a complimentary personalized illustration showing how a charitable gift annuity can benefit you (and/or another person), please send an e-mail with your, name and address to plannedgiving@ortamerica.org or call 800.519.2678, ext. 226. All inquiries are held in strict confidence.
ORT America Charitable Gift Annuity rates (shown above) are those approved by the American Council on Gift Annuities as of July 1, 2010. Sample single-life rates are based on the age of the donor when the gift is established. Rates for other ages, as well as for two-lives and deferred rates, are also available. This information was prepared as an educational service and is not intended as legal, tax or financial advice. Donors should obtain legal, tax and financial opinions from their own professional advisors.
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