Would you like to make a significant gift to benefit your parish or our diocesan-wide church, while also ensuring and securing a lifetime income for yourself (while receiving amazing tax benefits!)?
You can do this through a Charitable Gift Annuity with the Catholic Foundation of Eastern Montana.
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:
1. Makes an important difference for the future of the Catholic Church in Eastern Montana
2. Pays you back at an excellent rate for life
3. Provides multiple tax benefits
One-Life Gift Annuity Rates:
Title
| 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, as well.
Would you like to know more? We would like to tell you about it. This is a wonderful gift option for those who love the Church but also need to think about their future needs. Please contact Judy Held at the Catholic Foundation of Eastern Montana by calling (406) 727-6683, ext. 120 or send an email to judy@CatholicFoundationMT.org.
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