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:
Income for life with a payout rate often higher than CDs and other fixed-income investments;
Stability and safety from market downturns;
A charitable income tax deduction, partially tax-free income and possible tax savings if appreciated stock funds the Charitable Gift Annuity;
Knowledge that you are supporting the mission of the United Church Board for Ministerial Assistance in the future.
Example Payment Gift Annuity Rates *
|One Life||Two Lives|
|Age||Annuity Rate||Age||Annuity Rate|
|70 ||5.8%|| 70-70 ||5.2%|
* 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 firstname.lastname@example.org.
For current Gift Annuity Rates, visit the UCC Financial Development website at www.ucc.org/giving.