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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.

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