“The annuity fits nicely into my estate plans.”
Jesse F. Maberry ’65 of Oregon, Illinois, said his Bradley education provided a foundation for a successful career in engineering, banking, and insurance. He recently retired as vice president of Aurora Bearing Company in Aurora. Maberry created an annuity as a way to give back to the institution that gave him his start. “My Charitable Gift Annuity created an opportunity to do something significant for future Bradley students as others had previously done for me.”
The Charitable Gift Annuity:
It is especially attractive to donors whose appreciated assets may be producing a low level of income. Often, Charitable Gift Annuities pay donors at a higher rate of return than their current investment. The rate paid is based on the age(s) of the donor(s), and the annuity guarantees a lifelong fixed rate of return. Donors may defer receiving the benefit from their annuity for a period of years, increasing the rate they are paid.
This annuity option is an easy, yet significant way to support the University and its mission. Donors may elect to designate the residual value of the annuity to a program or project of particular interest. Current rates are shown in the table below and may change periodically.
Interest rates paid for annuities are based on the ages of one or two individuals:
Contact the planned giving office at 309-677-3093 or e-mail email@example.com for more information about gift options and their benefits..
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