Charitable Gift Annuity Documents

A charitable gift annuity is a contract between the United Methodist Foundation and the donor.

In exchange for your irrevocable gift of cash or marketable securities we agree to pay one or two annuitants a fixed sum each year for life. Payments are guaranteed by the assets of the Foundation. And at the end of your life(s), the remainder goes to the church or charity you designate.

The older the annuitants are at the time of the gift, the greater the fixed income the charity can agree to pay.  See current gift annuity rates or contact us for more information.

Review the charitable gift annuity application.

We will be pleased to provide a no obligation proposal which will explain certain tax benefits as well as the applicable rates for your situation.  Contact us.

 

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