Solutions for Gift Annuity Programs

Solutions for Gift Annuity Programs May Help Charities Optimize Their Time and Efforts

As charities strive to become more efficient, cost effective and prosperous, Mutual of Omaha's Solutions for Gift Annuity Programs may help them realize these objectives – and further their fund-raising activities in dynamic new ways.

Benefits for Charities

A group annuity product underwritten by United of Omaha Life Insurance Company, Solutions for Gift Annuity Programs provides:

• Release of gift annuity reserves
  Free up a portion of your reserves* – money you can use now for immediate expenses, new investment opportunities, or expanded fund-raising programs
• Transfer of mortality and investment risk
  Shift the mortality, investment and inflation risks to us
• Rely on financial strength from a name you can trust
  Put our 80 years of annuity experience to work for you
• Minimize administrative burden
  Rely on our proven processes, system supports and dedicated staff
• Select which annuities to insure
  Purchase annuities for only the gifts you choose
• Lower your premium rates
  Retain more of the donor's gift with group rate assumptions

Shared Commitment to the Future

Our values, traditions and long-standing charitable pursuits make us compatible with charities and foundations. We, too, are philanthropists; our charitable giving spans more than 95 years of making lives better.

We share charities' vision of a better tomorrow – and we actively look for ways to make that happen.

* Subject to state requirements.

To Learn More

Please take a moment to complete the form, so that we can provide you additional information of interest.

Or, you may contact a member of our sales team:

Julie Engel
(402) 351-5810
julie.engel@mutualofomaha.com

Dan Smith
(952) 591-1769
(952) 591-5983 (fax)
dan-pensions.smith@mutualofomaha.com

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