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INTRODUCING MARIAN’S
CHARITABLE GIFT ANNUITY
PROGRAM
A gift offering a lifetime of benefits
At Marian
Regional Medical
Center and
throughout
Dignity Health,
we believe deeply
in the power of
philanthropy.
When you donate
to Marian through
our Charitable
Robert Berube, Planned Giving Officer Gift Annuity
Program your
philanthropic and financial visions can become a reality, all
while leaving a lasting legacy of quality health care for your
children and generations to follow. Marian’s Charitable Gift
Annuity Program offers donors additional security since in
return you will receive dependable, fixed payments for life
and gift annuity rates won’t fluctuate with the stock market or
interest rates.
With a gift annuity donors benefit from the personal satisfaction
of knowing that the impact of your generosity will make a differ-
ence for years to come. Whether you are interested in an a chari- 70 5.1%
table gift annuity, a trust or a bequest, the Marian Foundation’s
knowledgeable planned giving team is committed to taking the
time to assist you with your planned giving needs.
A key member of the Marian Foundation’s planned giving team
is Robert Berube, Planned Giving Officer. As a charitable gift
planner, Bob provides Marian donors and volunteers with gift,
financial and estate planning services and is available to work
with donors (and advisors) in a confidential, no-obligation
manner. Bob is a Certified Financial Planner (CFP) and has
more than 30 years of experience in charitable gift planning.
Throughout his professional career, Bob has served numerous
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not-for-profit institutions including Cornell University (his alma
mater), the University of California Irvine, the University of
California San Diego and St. Jude Children’s Research Hospital.
Philanthropy plays an essential role in ensuring that the health
of Marian patients and the community continues to flourish.
Your investment will help to fund lifesaving technology, ad-
vanced clinical services and will further enrich the hospital ex-
perience for our patients and their families. For more informa-
tion, please contact the Marian Foundation at (805) 739-3595.
PLAN FOR TODAY,
GIVE FOR TOMORROW...
Sample Charitable Gift Annuity Rates
ONE LIFE TWO LIVES
Age Rate
60 4.4%
Age Rate
60/65 4.0%
70/75 4.8%
80 6.8% 80/85 6.1%
90+ 9.0% 90/95 8.8%
Establishing a gift annuity with Marian provides a life-
time of rewards:
• Fixed, secure payments
• Generous income tax deduction
• Partially tax-free payments
• Future financial support for Marian