Consider a Charitable Gift Annuity that provides additional income for one or two persons and creates a charitable gift that continues the mission of the United Church Board for Ministerial Assistance.

Charitable Gift Annuities represent a well-proven method for donors to arrange a charitable gift while receiving attractive fixed payments for life. For those between the ages of 76 and 86, the regular fixed payments are from 6% to 8% for life.

 

Charitable Gift Annuities are managed by United Church Funds. Benefits include:

  • income for life with a payout rate often higher than CDs and other fixed- income investments;
  • stability and safety from market volatility;
  • a charitable income-tax deduction, partially tax-free income and possible tax savings if appreciated stock funds the Charitable Gift Annuity;
  • the knowledge that you are supporting the mission of the Board of Ministerial Assistance in the future.

Example Payment Gift Annuity Rates *

          One Life                              

        Two Lives

Age     

 Annuity Rate         

         Age    

  Annuity Rate

 66

       4.8%

        66-66

        4.3%

 76

       6.0%

        76-76

        5.2%

 80

       6.8%

        80-80

        5.7%

 86

       8.0%

        86-86

        7.0%

 90+

       9.0%

        90-90

        8.2%

*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 us toll-free at 1.800.642.6543, ext. 2718. 

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

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475 Riverside Drive, Room 1020, New York, NY 10115  •  Phone: 800.642.6543  •  Fax: 212.729.2701 •  E-mail: info@pbucc.org