Campus Photos by
Joel Zwick
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| Peace of Mind Gift Annuity |
Many years ago, Claire Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like hers. Over the years the stock has increased in value many times.
Claire: "This stock was a good investment. I have enjoyed my home and I thought if I liked my home, other people would like theirs. Because I was a happy homeowner, I purchased shares of stock in this homebuilder.
 While the stock has gone up in value several times, I am now tired of guessing this volatile market. Recently, the stock has gone up and down in value. I think it would be much better to have a good fixed return and not worry about the stock market."
Claire called San Diego State University and discovered that she could receive a return of 8.4% from a gift annuity, based on her age. This fixed payment would be in addition to a large income tax deduction. Claire decided to transfer $10,000 of appreciated stock to SDSU.
Claire: "I am delighted with my gift annuity. I receive 8.4% in income, and I saved over $1,200 in income taxes. This plan has been great. Best of all, I no longer have to watch the market go up and down. I now have peace of mind."
Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits under federal rules may be different from this person, you may want to click here to view a color example of your gift annuity benefits based on your age.
For more information please select one of the following options:
1. If you would like to see a color presentation showing a gift plan similar to that for Claire Lehman, please click one of these buttons.
2.You may also be tired of guessing the market with regard to your stocks. If you would like to see the payout rate based on your age and the value of your stock, then click here.
3. If you would like to request a printed illustration of a gift annuity with your payout rate, then click here.
4. You may print a gift annuity tri-fold brochure. Click Here.
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