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Charitable Gift Annuity Bulletin Blurbs

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Bulletin Blurbs
Charitable Gift Annuities

Did you know you can establish a charitable gift annuity to benefit [Presbyterian Organization]? Gift annuities are popular ways to provide generous support while preserving many benefits for yourself. Among them:
• Guaranteed fixed income payments for life;
• You may claim a charitable contribution in the year the gift is made.
• Part of your income payment is tax-free.
• You may avoid or delay capital gains tax.
• The remaining principal will be transferred to [Presbyterian Organization] after your lifetime, ensuring that your benevolence and goodwill continue beyond your lifetime.
If you would like to learn more, see our website for a gift calculator to understand the benefits you might receive. Or contact [Name, Telephone, E-mail].

Good rates of return and a gift to [Presbyterian Organization]
With today’s interest rates so low, a Charitable Gift Annuity may be an exciting idea:
• Guaranteed lifetime income at rates between 5.2% and 9.5% (as of Feb 2011)
• Part of your income payment is tax-free.
• You may avoid or delay capital gains tax.
• The remainder of your gift will support [Presbyterian Organization] after your life.
If you would like to learn more, see our website for a gift calculator to see the benefits you might receive. Or contact [Name, Telephone, E-mail].

Please note that these are all samples and should not be used without careful review.

This is not intended to be legal, financial or accounting guidance but as a guide for the church to write its own material according to your local needs and restrictions. Please refer to your own accountant or attorney for accounting and specific legal counsel.

http://www.presbyterianendowment.org - The Presbyterian Endowment Education & Resource Network