Charitable Gift Annuities

Among the many life-income gift options, the Charitable Gift Annuity is the most straightforward.

 

Simple Agreements

A short, written agreement between you and OMS International, or the foundation that issues annuities on our behalf in certain states, guides the payment of lifetime income and assures the gift portion for OMS International.

 

Reasonable Minimum Gift Sizes

A gift of $25,000 or more makes participation possible for many friends of OMS.

 

Dependable Income for Life

Annuity payments are guaranteed, and careful compliance with appropriate state regulations is maintained.

 

Payment Flexibility and Lower Tax on Income

Illustrations for one or two life annuities can be provided on your request…and quarterly, semi-annual or annual payments can be arranged. Often, income payments include non-taxable return of principal. And when an annuity is funded with appreciated assets, another part of the payment qualifies for lower capital gains tax rates. The following are sample rates for current, single-life gift annuities:

 

Age Rate   Age Rate
40 4.7%   70 6.5%
45 5.0%   75 7.1%
50 5.3%   80 8.0%
55 5.5%   85 9.5%
60 5.7%   90+ 11.3%
65 6.0%      

For further information and assistance, please contact Diane Arndt or Steve Hoffman of our Gift and Estate Design services team.

Phone: 1-317-881-6755 ext. 334 (Diane Arndt)

E-mail: shoffman@omsinternational.org, or darndt@omsinternational.org

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