MAY 13, 2009

Hello from Ohio University!

Spring is bursting on campus – from the flowers and cherry blossoms to the students enjoying a sunny day on College Green. The Class of 2009 will soon be graduating, beginning careers in a challenging economy with many global tensions. We all have faced tough obstacles in our lives and finding solutions to overcome these obstacles can be satisfying and rewarding. In this issue, we focus on a gift vehicle, the charitable gift annuity, which may provide a solution for increasing income and helping Ohio University at the same time. To learn more, please follow the links below. As always, I welcome your calls and emails if you would like more information.

Sincerely,

Kelli L. Bell
bellk@ohio.edu

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A life without worry
Enjoy the benefits of a charitable gift annuity

In a world that offers an uncertain tomorrow, people search for certainty today. They want dependability. They
seek to remove worry and add predictability to their lives. Many of them find what they look for in a charitable gift annuity. It offers certainty in an uncertain world. Read more

Improving your investment returns
Moving from a CD to a gift annuity
can prove beneficial

If you are like most people, you have a CD
you have rolled over too many times. You may want to consider something with more lasting value. Especially with disappointing CD rates it is worth considering a more worthy alternative. One of the best things you can do with that old CD is turn it into a new gift annuity. You'll probably have higher payment rates and find benefits that no amount of rolling over can
match. Read more

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