Donor Stories

Many years ago, Clara Lehman bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built and sold her home. Over the years, the stock has increased in value many times.

Clara: This stock was a good investment. I have enjoyed my home and I thought if I like my home, other people would like theirs. Because I was a happy homeowner, I purchased the shares of stock in this homebuilder.

While the stock has gone up in value several times, I am now tired of guessing the market. In the last few years, the stock has gone up and down in value. I think it would be much better to have a good fixed return and not worry about the stock markets.

Clara called Juniata College and discovered that she could receive a return of almost 7.1%, based upon her age. This fixed payment was in addition to a large income tax deduction. Clara decided to transfer $10,000 of appreciated stock to Juniata College.

Clara: I am delighted with my gift annuity. I receive 7.1% and saved over $1,500 in income taxes. This plan has been great. Best of all, I no longer have to watch the markets go up and down. I now have peace of mind.

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.

For more information please select one of the following options:

1. If you would like to view a color presentation of the plan for Clara Lehman, please click one of these buttons.

2. You may also be tired of guessing the market with your stock. If you would like to see your payout rate based on your age and value of your stock, then click here.

3. If you would like to request a printed illustration of a gift annuity with your payout rate, then click here.

4. You may print a gift annuity tri-fold brochure. Click Here.