Charitable Giving
W
orried about economic uncertainty, low
interest rates, and stock
market volatility?
A Siena Heights University charitable
gift annuity offers a fixed, partially taxfree income stream—with payout rates
as high as 9.5%, depending on your
age—that does not fluctuate with market conditions or other changes in the
economic environment. Gift annuities
are secured by the entire asset base of
Siena Heights.
In addition to this lifetime income
stream for one or two individuals, gift
annuities also offer immediate income,
capital gain, and estate tax savings.
Sample single-life annuity rates:
(lower two-life rates are available)
Age 65 - 5.5%
Ag H