Unveiled - Humboldt Magazine - Humboldt State University
Unveiled - Humboldt Magazine - Humboldt State University
Unveiled - Humboldt Magazine - Humboldt State University
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Marketing & Communications<br />
1 Harpst Street<br />
Arcata, CA 95521<br />
Enjoy a Stable Income<br />
— and Help HSU<br />
In these turbulent economic times, a stable<br />
source of retirement income is more valuable<br />
than ever. A charitable gift annuity could<br />
provide the means for you to contribute to<br />
<strong>Humboldt</strong> <strong>State</strong> and secure a reliable income.<br />
The process is easy: You make a charitable<br />
contribution to <strong>Humboldt</strong> <strong>State</strong> and a simple<br />
agreement guarantees you a fixed, lifetime<br />
income. The income payments are partially taxfree,<br />
and you can take a charitable deduction<br />
on your tax return. At the end of the annuity,<br />
the remaining assets will go to support the next<br />
generation of <strong>Humboldt</strong> <strong>State</strong> students.<br />
For more information, or for a no-obligation gift<br />
annuity illustration tailored to your needs, contact:<br />
Kimberley Pittman-Schulz,<br />
Director of Planned Giving<br />
(707) 826-5147<br />
KimberleyPS@humboldt.edu<br />
Example: Benefits of a $10,000 Single-Life Gift Annuity<br />
Age<br />
Payout<br />
Rate<br />
Annual<br />
Income<br />
Payment<br />
Tax-Free<br />
Income<br />
Amount<br />
Charitable<br />
Tax<br />
Deduction<br />
Effective<br />
Rate of<br />
Return<br />
60 5.0% $500 $276 $3,351 6.7%<br />
70 5.7% $570 $359 $4,298 8.1%<br />
80 7.1% $710 $506 $5,244 10.6%<br />
90 9.5% $950 $757 $6,289 15.1%<br />
Botany Professor Frank Shaughnessy with his students<br />
studying the intertidal pools at Baker Beach.