Paula is a young, active woman, but felt the need to begin planning for her retirement.  She did have an IRA through her employer, but over the past several years it has not grown as she had hoped.

Paula met with the estate planning officer at Eisenhower Medical Center.

Paula:  My main concern was that my current retirement plans were not sufficient for me to retire at the earlier age I had hoped to.  In talking with the estate planning officer at Eisenhower Medical Center I learned that I could make a gift today, receive a current income tax deduction, and at some future date, which I don?t have to choose now, I will receive a much larger return than I could possibly get anywhere else.

He explained to me that this is a flexible deferred gift annuity.  The money I give today continues to earn interest.  When I decide that I want to begin receiving an income, all I have to do is write to him and the payments will begin.

The longer I delay receiving payments the higher the interest rate I will receive.  But the real key for me is that I am in control.  I determine when I want to receive more income.

For more information call or email Randy Mueller, Estate Planning Officer, at 760-773-2967 or rmueller@emc.org.
Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits under federal rules may be different from this person, you may want to click here to view a color example of your gift annuity benefits based on your age.