Charitable Gift Annuities from Any of the Masonic Charities Provide ...
D
uring this festiVe Holiday Season, we in the OffiCe of G1ft Planning extend soncere best w1shes to you and your loved ones. We also lnv1te you to explore. 1n complete conloder~Ce and at no cost or obhgallon, how a Chantable G1ft Annuity With your favonte MasoniC Chanty moght benefit you. S.mply complete and return the accompanytng response coupon or call to speak woth one of our Grft Planning officelos 1n the regoon nearest you. S.nce non-cash g1fts can take longer to complete than g1fts of cash, consider getting an earty start 1n the 91ft planning process if you are conSidenng funding an annu1ty w1th apprecoated stock.
Sample Gift Ann uity Payment Ra tes*: One-Ufe
A!U!
6S
70 75 60 85
90•
am
6.0% 6.5% 7.1% 8.0% 9.5% 11.3%
TWo-Life Ag& 60 &65 65 & 70 70 & 75 75 & 80 80& 85 85 & 90
Bate 5.5% 5.7% 6.1% 6.6% 7.3% 8.4%
'Rates recommended by the American Counc11 on Gift An· nwties, effective July 1. 2004 Two·flle rates are less dus to added (1le expectancy
./ Fixed Payments • Every check os the same ./ Appealing Payments • The rates are very at1ractive ./ Lifetime Payments • They last as long as you do ./ Partially tax-free payments • They continue lor your fife expectancy ./ Dependable payments backed by the assets Of the Masonic Charity ISSUIIlQ the aMUIIy ./ Welcome Federal Income Tax saVIngS result.tng from the g1h portion of the annuity, provided you 11em1Ze your return ./ Favorable treatment of any Capital Gaons Tax hab1hty when funded by appreciated stock that you have owned lor at least a year and a day ./ A satisfying opportunity to realize Important personal and charitable goals Central Pennsylvania (71 7) 367- 1121 , ext. 33460 or (800) 599·6454 Western Pennsylvania (412) 741-1400, e xt. 3011 or (866) 8 72-0664 Eastern Pennsyl vania (610) 825-6100, ext. 1348 Out-of-State (80 0) 599·6454
r COMPLETE AND MAILTHIS FORM TO: Office of Gift Planning, Masonic Charities, One Masonic Orive, Elizabethtown, PA 17022 .J Send me your brochure on Gift Annuities. The official registration and financial Information for any of the Masonic Charities may be obtained from the Pennsyl vania Department of State by calling toll-free,
within Pennsylvania, (800) 732-0999. Registration does not Imply endorsement. All contributions are tax-deductible to the extent a llowed by law.
Attention Postmast er. Dated Material Enclosed
.J Send me a sample Gift Annuity illustration based on the following information:
Age(s) : -
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Amount: $ - - - -
If the annuity is to be funded with appreciated stock, please indicate the amount you initially paid for the stock $ - - - .J 1/We ha"e remembered the follo..ing Masonic Charity(ies) in my/ our estate plan(s):
Name: - - - -- - --
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Address: City: _ __ __ _ state: _ _ Zip: _ _ __ Telephone: L _....L._ _ _ _ _ _ _ _ _ __