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Do you know that you can minimize asset variation and increase investment comfort by diversifying your assets through a Charitable Gift Annuity?!
What is A Charitable Gift Annuity?
This form of annuity is a contract with St. Joseph Church backed by the Chicago Archdiocese. It permits you to transfer assets to the Parish in exchange for lifetime guaranteed regular income payments. You can provide long term benefits to help St. Joseph Church achieve its goals of improved faith formation and greater hospitality while receiving the guaranteed life income.
Return Rates increase with your age (older folks = higher % return), and are currently much higher than CD’s or most bonds. Once purchased, these annuity rates remain fixed for your lifetime. You will receive an initial charitable tax deduction and part of your income is also tax free. This is a win- win situation for you and for St.Joseph’s.
If you have any questions about this process or need further help in taking advantage of similar
opportunities please contact:
Dave Leaman , Coordinator of Development
847-362-2073 x 223
dleaman@stjoseph-libertyville.org. | 