California Pacific Medical Center

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Charitable Gift Annuities

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Make a Gift — Receive an Income for Life
Our charitable gift annuity is a well-established, IRS-approved program. You can boost your retirement income with annuity rates substantially higher than bank CD rates and current dividend yields of most stocks. Best of all, the proceeds from your annuity will fund the Medical Center's vital programs.

Gift Calculator: Get Your Annuity Rate Now

Calculate your annuity rate and benefits based on your date of birth. Our Gift Calculator is quick, secure and private, with no obligation to you.

Your Benefits

> Portion of your income is tax-free
> Income tax deduction
> No set-up fees, annual fees or commissions
> No contribution limits
> Reduction of capital gains and estate taxes
> High fixed rates guaranteed for life
> Fundable with cash, stock or real property

(Minimum age: 55; minimum contribution: $5,000)

Obtaining Higher Rates

Our deferred charitable gift annuity offers even higher rates when you delay the onset of your first payment. Click here to learn about this tax-advantaged tool for increasing your retirement income. Plus, view comparative rates.

Free Brochure, Personal Illustration

E-mail your request or call 415-600-2114 for our free brochure on giving through gift annuities. For a personal illustration of your annuity rate and benefits, at no cost or obligation, please provide your date of birth.

Legacy Society

Supporters who contribute through a charitable gift annuity are eligible to join the Legacy Society and receive membership benefits and recognition.

Click here to notify the Foundation if you have designated California Pacific as the beneficiary of your gift annuity, will or trust, life insurance policy or retirement plan ... and join the Legacy Society.

Personal Assistance

Barbara Lowe, Senior Gift Planning Officer
Phone: 415-600-2769
E-mail: loweb@sutterhealth.org

Annuity

Rates guaranteed for life

Sample rates:
Age 70 — 6.1%
Age 75 — 6.7%
Age 80 — 7.6%
Age 85 — 8.9%
Age 90 — 10.5%


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