Gift Annuities are attractive to donors who want to receive a guaranteed stream of income for life and simultaneously establish an endowment with the remaining principle of the gift. The Bolton School follows the rates established by the American Council on Gift Annuities .
Charitable gift annuities may be funded with cash or securities; if securities are transferred to the School, the donor will avoid paying capital gains tax on appreciated securities and the annual income the donor receives will include tax preferential treatment for a period of years.
For more information, contact Nora Hennessy, Executive Director, at (216) 368-6531, toll-free (800) 824-2540, ext. 6531 or e-mail her at Nora.Hennessy@case.edu. |
