Wilkes University

Seven Benefits of a Gift Annuity

FIXED AND SECURE INCOME FOR LIFE
Your payment rate will be locked in at the time you obtain your gift annuity. It will not rise or fall with the economy. Instead, it will be the same amount every year – and that can mean a lot in uncertain times.

ATTRACTIVE RATES
When you compare Wilkes University’s gift annuity rates with what you might receive from a savings account or certificate of deposit, you will likely be pleasantly surprised.

 REGULAR PAYMENTS
When you establish your gift annuity, you decide how often you want to receive your payments. Whether you choose to receive checks or direct deposits every quarter, semiannually or only once-a-year, whatever you choose, receiving your regular payments on a specific, predetermined date is comforting and also helpful for planning purposes.
 
LIFETIME BENENFIT
Gift annuities are for life. No matter what your age now or how long you live, payments will continue right to the very end. This benefit of ongoing payments can provide security for you as you grow older.
 
DEPENDABLE SOURCE
Wilkes University stands behind all our gift annuities. We have a reserve fund set aside to meet our obligations. We want you to feel safe and secure and to have confidence that your payments will continue without fail.
 
RELIEF FROM TAXES
Since part of your contribution for a gift annuity is considered a charitable gift by the IRS, you will receive an income tax charitable deduction to apply on an itemized return. Also, during your lifetime, you will be able to claim part of the annuity payment as tax-free income.
 
SIMPLE PROCESS
Obtaining a gift annuity from Wilkes University is easy. We provide you with a tailor-made illustration and materials you can share with your family and advisor(s).
 
Perhaps the greatest benefit we should note is the enormous satisfaction you will receive for making a meaningful gift to Wilkes University.

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