A Charitable Gift Annuity is an excellent way to provide for the Church and also to ensure a life-long income for yourself (while also receiving healthy tax benefits!).
For many people in our diocese, their retirement plan includes a Charitable Gift Annuity (sometimes with the deferred income option), doing the Lord’s work, creating permanent income and providing tax advantages.
A Charitable Gift Annuity:
- Makes an important difference for the future of the Catholic Church in Eastern Montana
- Pays you back at an excellent rate for life
- Provides multiple tax benefits
Here is a chart of our one-life Gift Annuity Rates:
Age _ Annual Payout Rate
55-59 4.0 – 4.3%
60-64 4.4 – 4.6%
65-69 4.7 – 5.0%
70 – 74 5.1 – 5.7%
75 – 79 5.8 – 6.6%
80-84 6.8 – 7.6%
85-89 7.8 – 8.7%
90 + 9.0%
Two-life rates are available upon request.
Interested? Please contact Judy Held at the Catholic Foundation of Eastern Montana by calling (406) 727-6683, ext. 120 or send an email to [email protected].
