Museum of Flight

Strengthen Your Future With a Charitable Gift Annuity

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© The Stelter Company The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Trip Switzer Vice President of Development 206-764-5721 tswitzer@museumofflight.org www.mof.planningyourlegacy.org The Museum of Flight Foundation 9404 East Marginal Way South Seattle, WA 98108 Federal Tax ID: #91-0785826 A Case Study of Benefits Linda, 75, plans to donate a maturing $10,000 certificate of deposit to The Museum of Flight. Because she needs continuing income, she decides to give the cash in exchange for a one-life charitable gift annuity that we will issue at the suggested rate of 5.8 percent, or $580 per year. At the time of the gift, the charitable midterm federal rate of interest (an IRS figure used in calculating the charitable deduction) is 2.4 percent. Because Linda itemizes her tax deductions, she earns a federal income tax charitable deduction of $4,626* (the amount of the $10,000 donation attributable to the gift portion). With a marginal income tax bracket of 33 percent, the tax savings of $1,526 will reduce the net cost of her gift to $8,474. *Based on annual payments and a 2.4 percent charitable midterm federal rate. Deductions will vary based on income earned. We want to work with you to create a gift that best fits your circumstances and our needs. To learn more about the benefits of establishing a charitable gift annuity with the Museum, please contact us today. Same Age Annuity Rate Different Ages Annuity Rate 60 3.9% 60/65 4.0% 65 4.2% 65/70 4.4% 70 4.6% 70/75 4.8% 75 5.0% 75/80 5.3% 80 5.7% 80/85 6.1% 85 6.7% 85/90 7.3% 90+ 8.2% 90/95+ 8.8% TWO RECIPIENTS Recipient's Age Annuity Rate 60 4.4% 65 4.7% 70 5.1% 75 5.8% 80 6.8% 85 7.8% 90+ 9.0% ONE RECIPIENT ANNUITY RATES:

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