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Thomas J. Kroetch

For over three decades, Thomas Kroetch has been a loyal friend to Children’s Hospital & Research Center Oakland. By naming Children’s as the benefactor of several charitable gift annuities, he is helping support a cause that is close to his heart, while providing a guaranteed income stream to help him enjoy his retirement. >>

 

Charitable Gift Annuities


The Gift that Gives Back Guaranteed Income

CGA Illustration

How it works

  1. You transfer cash or securities to Children's Hospital.

  2. Children's Hospital pays you, or up to two annuitants you name, a lifetime annuity.

  3. The principal passes to Children's Hospital when the contract ends.

 

 
Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your lifetime annuity is backed by a reserve and the full assets of Children's Hospital.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You have the satisfaction of making a significant gift that benefits you now and Children's Hospital later.

 

RELATED CHARITABLE GIFT ANNUITY LINKS
 
For more information: email us, complete the personal illustration form, or call Ron Streitz, VP Planned Giving at (800) 841-4642 so that we can assist you through every step of the process.

 


Please note: The material presented in this web site is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner. (Read our legal disclaimer)