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How
can I make a lasting gift?
 Dick
Taylor has spent his life carefully exploring different aspects
of science and finance. His fascination with science includes
computers and the natural sciences. In fact, it was his interest
in computers that led him to a career as a senior programmer
for Equitable Life Assurance. His business and armed-forces experiences
provided him with the opportunity to travel from the east coast
to the west coast and finally to Colorado Springs, Colorado.
Throughout this a time, his interaction with tidal pools, marine
life, and lifetimes of blue-water sailing cemented his intrigue
for the natural sciences. After arriving in Colorado, this interest
led him to Bear Creek Nature Center in 1988. It was here that
he met a staff interpreter, our own Deb Tewell. The rest, as
they say, is history. Deb introduced Dick to the National Association
for Interpretation and he soon realized that he was home. In
his words, “NAI is a very close-knit group of people.” Since
then, Dick has spent his time volunteering in more than a dozen
interpretive and conservation organizations—inside and
outside Colorado—as either a guide or board member.
A graduate of Colgate University with several post-graduate designations in finance
and estate planning, Dick has been thoughtful and knowledgeable with his investments
throughout his career. Early savings and compound interest enabled his initial
contributions to grow. A fiscally conservative man, Dick has not carelessly spent
his earnings. Now, he is interested in directing his gift where it will have
the greatest rate of return. He decided to make a gift that will eventually fund
permanent scholarships for NAI members who are employed in the field of interpretation
or who are active volunteers in interpretative organizations. This is why Dick
chose a Charitable Gift Annuity through NAI.
The scholarship support that is available through a Charitable Gift Annuity begins
after Dick’s lifetime. Until then, the income from his gift is available
for his personal use. Dick said that the reason he chose this deferred gift,
is because, at his age, it offers a rate of return that is hard to find anywhere
else. Not only that, the return is guaranteed regardless of economic fluctuations
and it offers a “tremendous tax benefit.” He appreciates the security
of guaranteed fixed-income. In addition, he is able to assist students for generations
to come.
This is accomplished with a Charitable Gift Annuity and the details are as follows:
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The rate of payment depends on several factors, but it must be at least 5 percent
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You receive an immediate tax deduction at the time of the gift
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Estate taxes are reduced
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A portion of the income is tax-free
Although a Charitable Gift Annuity fits Dick’s personal goals, outright
gifts of cash or appreciated securities may work best for you.
If you are interested in learning more about increasing your income through a
deferred gift, please feel free to call Julie Buderus at (888) 900-8283. While
NAI does not provide professional financial advice, Julie can provide you with
information to share with your financial planner. |
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