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 Help
Lee Memorial Health System while providing yourself with guaranteed
income in these uncertain economic times.
Have you renewed a CD, filled your gas tank or checked your
retirement or stock portfolio lately?
CD interest rates are at near all-time lows, gasoline and cost of
living expenses are rising, and the stock market seems to close each
day lower than before. That's why many seniors are seeking
safe, reliable, alternative income producing tools, such as a
Charitable Gift Annuity, to sustain and enhance their quality of
life.
A number of Lee Memorial Health System Friends and donors have
already established Charitable Gift Annuities and are enjoying a
guaranteed fixed income for the rest of their lives.
A 75-year-old donor who believes in the importance of a
first-class health care system recently established a Charitable
Gift Annuity and is now receiving a guaranteed 7.1 percent for the
rest of her life. Rates vary depending on age and some will
receive a rate higher than 7.1 percent.
Contact us to find out how you can receive a guaranteed income
for the rest of your life and support Lee Memorial Health System.
In addition to guaranteed payments, other advantages include an
income tax deduction, payments that are partially tax-free and
potential for capital gains savings if your annuity is funded with
appreciated assets. The minimum to establish a Charitable Gift
Annuity is $10,000.
To learn more about establishing the Charitable Gift Annuity
that's right for you, please call Brigit Vertesch at 239-985-3557. |
