A gift option your congregation may want to include in its annual stewardship or capital campaign.

One of the most popular gift options we offer is the gift annuity.  It allows your members to give a portion of their assets today to provide personal income for life and make a gift to your church.  Many other charities also offer the gift annuity, so you may ask, What's new?  Previously, your congregation would not receive the donor's gift until after their lifetime, and in some cases, there could be very little or nothing remaining.  Our new gift annuity program has the flexibility to allow us to send a portion of the donor's gift to your church now-after the completion of each annuity agreement.*

Pre-Printed Bulletin Insert

 

A pre-printed bulletin is available at no charge  (you will be responsible for shipping charges).  Order inserts here.

 

Customize your own materials

Several resources are listed below that can be customized with your church or organization's name.

• Download the PDF by clicking on the image

• Type in church or organization name in the space highlighted

• Print the amount you need or save the file to send to your commercial printer

Brochure 8.5 x 11 available in full color.  Includes gift annuity information, rates and an illustration.

 

 

 

 

 

 

The Handout can be inserted in your newsletter, used with a separate mailing, or available during stewardship events.  The flyer includes a tear-off portion to be returned for more information, and it's also available in black and white. 

 

 

 

 

 

 

 

Bulletin Insert

5.5 x 8.5 black and white bulletin insert are printed two to a page, one side.  The bulletin insert includes charitable gift annuity details and sample gift annuity rates.

 

 

 

 

 

 

Newsletter Articles

Two articles are available for your newsletter. These articles provide information regarding how this gift can benefit your church or organization and the benefits to the donor.  

 

These articles are to be used as provided; no edits to the copy.  Insert your church or organization name in the spaces indicated in the document.

 

Gift Annuity Article - short version

Gift Annuity Article - longer version (with rate table)

 

 

Other Gift Annuity Resources

 

 

Rate Table

 

Rates  - effective July 2010.

 

Actuarial Residuum Tables

Single Life Female, single life male, and two lives male and female.  Rates are effective as of July 2010.

 

Gift Calculator

Calculate the annuity payment with the tax-free portion indicated and the charitable tax deduction that may be allowed.  Access the gift calculator here 

 

*The Presbyterian Foundation may, in it's sole discretion, reinsure a charitable gift annuity.  If it does so, the present value of the charitable remainder will be available to the beneficiary immediately. If the Foundation does not reinsure a particular charitable gift annuity, the charitable remainder will be paid at the end of the last annuitant's life.  Payments are backed by the full faith and credit of the Presbyterian Foundation.  Gift annuities are currently not available in New York, Tennessee, Puerto Rico or Hawaii.