Many Happy (and Safe) Returns
Sara and Gil Wegad are children of the Depression. Typical of their experiences, they have always been financially conservative. Additionally, because they both have professional backgrounds in accounting, they have consistently sought good, sound returns on their investments. National Jewish, through its charitable gift annuity program, has provided that opportunity.
Now Sara and Gil can get a great return, attractive tax benefits and, best of all, a chance to support a great organization.
“I feel extremely secure with the high rate of fixed income we receive from our annuities,” Gil says. “I know we could receive the same rate of return at other institutions, but I selected National Jewish because they’ve been around for over 110 years and in these uncertain economic times, I have the most confidence in their planned gifts program.”
There’s another benefit, Gil notes. “Their mission really makes me feel proud,” he says. “Through our support, Sara and I are helping provide world-class patient care and groundbreaking research for those suffering with so many of the diseases National Jewish treats.”
Sara’s first gift to National Jewish Health was in 1973. It was the first of many frequent gifts she faithfully made through the years to her “favorite hospital.” As she notes, “I feel grateful that I can celebrate my appreciation for life each year on my birthday with a gift that impacts this wonderful institution.”
Turn a Gift Into a Paycheck for Life
You can follow Sara’s and Gil’s lead and give a gift that pays you back. To learn more about supporting National Jewish Health with a charitable gift annuity or other life income gift, contact Gordon Smith, MBA, CFRE at email@example.com or 1.800.423.8891, Ext. 6549.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.