107 South Meridian Street Portland, IN 47371 Mon – Fri: 8 am – 4 pm ET (260) 726-4260

Charitable Gift Annuity

Give now and receive a guaranteed income for life.

You contribute cash, securities, or other property to the foundation and receive a guaranteed income, payable to you (and a second beneficiary, if you wish) in periodic installments for life. You may specify income payments to begin immediately or be deferred to a future date. The minimum contribution to establish an immediate or deferred payment gift annuity is $10,000. The maximum number of income beneficiaries is two and these individuals must be at least 50 years old.

The terms
$10,000Minimum contribution, immediate or deferred
2Maximum income beneficiaries
50+Minimum age of each beneficiary
LifeLength of the guaranteed income

Talk with us about your gift

Request the booklet "Bridging the Generations Through Intelligent Giving," or call (260) 726-4260, Monday through Friday, 8 am to 5 pm ET. We recommend reviewing any planned gift with your own tax or legal advisor.