Planning a Gift to the
Macedonian Outreach
When you include The Macedonian Outreach in your will/trust or as a beneficiary
of a retirement plan or life insurance policy, Macedonian Outreach will
invest the funds in the Macedonian Outreach Endowment with other previous
gifts. A team of investment professionals manages the entire endowment.
Each year, Macedonian Outreach receives a distribution of approximately
5% of the value of the fund. If the endowment earns an average of 8%,
the additional 3% remains in the fund; thus your original gift to Macedonian
Outreach will increase over time.
The chart on the left illustrates the growth of the annual distributions to Macedonian Outreach of an endowment gift under these assumptions. The 3% net growth in the fund each year means the following year there is a greater amount available to Macedonian Outreach. Looking at the chart, you can see that in the tenth year the fund has grown to the point where it is able to provide $1,361 to Macedonian Outreach. Each year it will continue to grow. In year 50 it will be able to provide $3,799 dollars to Macedonian Outreach.
All
told, over the fifty years we have charted, the fund will have distributed
a total of $108,367 in annual distributions to Macedonian Outreach. All
that from a single $20,000 gift that has now grown to almost $76,000 and
continues to provide needed distributions to Macedonian Outreach. Of course,
this is based on the assumptions we outlined in the opening paragraph;
that the fund grows at 8% each year and pays out 5% to Macedonian Outreach
leaving 3% additional in the fund each year.
Your original gift is never depleted; it provides annual support each year into the future.
The chart on the right illustrates how a gift of $20,000 to the Macedonian Outreach Endowment will grow, providing greater annual distributions to Macedonian Outreach. The illustration assumes the same average investment rate of return of 8%, which is not a guarantee, and annual distribution to Macedonian Outreach of approximately 5% that we used above.
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Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Macedonian Outreach by Future Focus. Please report any problems to section webmaster. Revised: January 30, 2006 15:31.