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Charitable Gift Annuities

The Gift That Gives Back

A charitable gift annuity provides:

• a guaranteed fixed income
• an excellent tax deduction
• some tax-free annual income
• an enduring gift to the Sisters of St. Benedict

If you are looking for a way to increase your retirement income, reduce your taxes, and make a gift to the Sisters of St. Benedict, a charitable gift annuity may be the best type of planned gift for you.

In exchange for your gift of cash, securities, or other property, the Sisters of St. Benedict will agree to pay a specified dollar amount to you each year for as long as you live.

Annuity payments are based on the age(s) of the annuitant(s) at the time the gift is made. (See Gift Annuity rates.)

A portion of each annuity payment received from the Sisters of St. Benedict will be tax-free until you reach your life expectancy.

We recommend that you consult with your financial and/or estate planning advisor to fully understand the tax benefits of this kind of gift.

Gift Annuity Rates

If you have questions, or to request an illustration with no obligation,

please contact Paulette Campana, Major Gifts/Planned Giving Officer
802 E. 10th St. • Ferdinand, IN 47532-9239

at 812-367-1411, ext. 2632.