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Consider a Charitable Gift Annuity

Imagine a gift that can provide lifetime income for you and your spouse/partner, a charitable deduction and support for the Fund for Ministerial Assistance.

A Charitable Gift Annuity provides lifetime income for one or two persons, numerous tax advantages and creates a legacy that will sustain and expand programs for all UCC clergy and lay employees through the Fund for Ministerial Assistance.

Charitable Gift Annuities are managed by United Church Funds. The Charitable Gift Annuity benefits include:

Example Payment Gift Annuity Rates *

One Life          Two Lives
Age      Annuity Rate                    Age      Annuity Rate
60 4.8%                   60-60 4.3%
70
5.8%                   70-70
5.2%
80 7.5%
                  80-80 6.3%
90 9.8%                   90-90 8.8%

* The information is offered for general information and educational purposes. The figures cited in the examples are accurate at the time of writing and based on federal law as well as IRS discount rates that change monthly. State law may affect the illustrations. You should seek the advice of your tax attorney, accountant or financial advisor for applicability to your particular situation.

For more information, contact the Rev. Keith A. Tussing, Major Gifts/Planned Giving Officer, United Church Board for Ministerial Assistance, toll-free at 1.800.642.6543, ext. 2718 (212.729.2718) or by e-mail at ktussing@pbucc.org.

For current Gift Annuity Rates, visit the UCC Financial Development website at www.ucc.org/giving.

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