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Celebrate your retirement in style...

... with a gift that pays up to 15.6% interest, guaranteed for life. People between the ages of 46 and 54 can supplement their retirement income and reap attractive tax benefits with an ORT America Deferred Charitable Gift Annuity.

This is how it works: You donate assets of at least $10,000 to ORT America and our professional money managers reinvest them. You receive an income tax deduction in the year the gift is made, fixed income for life when you retire, or at the age you stipulate (no longer than 19 years from the original gift date) and the satisfaction of knowing that one day your generosity will make a very real difference in the lives of deserving ORT students 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. 

ORT America has several Planned Giving programs that can be tailored to your individual financial needs. If you are interested in discussing this very important topic, please contact Senior Director of Planned Giving Hugh Williams at 800.519.2678, ext. 226, or e-mail plannedgiving@ortamerica.org.

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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Joining Us | Giving Options | Planned Giving | Corporate Partnerships | Giving Societies
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PLANNED GIVING OPTIONS
Bequest: Defer your gift until after your lifetime.

Charitable Remainder Trusts: Two ways to "give away the tree, but keep the fruit."

Gift Annuity: Earn partially tax-free income for life at a return rate of up to 9.5%.

Deferred Gift Annuity: A gift that pays a higher interest for life.

Life Insurance: An affordable way to make a substantial gift.

Pooled Income Fund: A way for you to share the wealth.

Real Estate: Three ways to give and gain.

Retirement Plan Assets: Will your IRA be taxed twice?

Named Endowment Fund: Create a lasting tribute.


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