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ike the Baums. "ilh 1hc up• an<! dO\'"' in loday'§ financial markets. many of our l>enior friend are tummg to lhe \1a.onte Charilies• gil\ annui1y progrnm. \tan} of them lind tha11hrough a gill annui1y, lhc} ean help to fun her the M a;,onic Chari lies "hile c;rea~ing a dependable stream of lifetime income. The) like the 01hcr benefit> thai gtll annmue, pro• ide. 100. Thmgs like a good paymenl ra1c and annuity paymcn1s 1ha1 are paninll} ta\-frcc for a period of lime. The) hke the Fcdernl mcome tax charitable deduc1ion thC)' receive. and. of cour..c. the faclthal the) are >Upponmg 1he chari1able \\Orks of the M asonic Chariue;. Masonic Chanues· gill annuu te; may be funded for a>liule as $5.000 in cash or appreciated stock. and may be c>~abli;hcd for1hc li' cs of one or two persons. Annuilics may be funded 10 n""i• t wilh 1hc college education of a child or grandchild or 10 pro' ide a reliable income s1rcam for a beloved family member such as an older p~1rcn1 who is Jh ing on a fixed income, perhaps withoul 1he benefil of a pension plan. The payom m1e an annui1:1n1
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Consider the Following NEW Sample Payment Rates*: One-Life
Age 70 75 80 85 90'
Em 6.7% 7.3% 8.2% 9.7% 11.5%
Two-Life ~ ~
70 & 75 75 & 80 80 & 85 85 & 90
6.3% 6.8% 7.5% 8.6%
'New rntes reflect changes recommended by the Office of Gift Planning for all NEW Charitable Gift Annuities written on or after July 1. 2006. Some restrictions apply.
receives depends on the nct~rcst ugc of the unnuit:uu on the date the unnuity is funded. For addi tional infonnmion aboul how a gill annui1y mighl bcnefi1 you, in comple1c confidence and nino coSI or oblignlion. simply comple1e and return 1hc response coupon 10 lhe OOicc ofGill l' lanning. or 1elephone to speak with one of our Office of Gill Planning Slaff members in the geographic region nearcsl you: Central Penns~haniu
\\estern Pcnn>~hania
(717)367-1 121.e•t. 33460 or (800) 599-645-1
(412) 741-1400. C". 3011 or (866) 872-0664
Eastern Penns~ h ania
OuH>f-Stalt
(610) 825-6100. e". 1348
(800) 599-6454
The official regi$trabon and lin9ncJitl ~t~fom>atJOn lof any ol the Masonic Chanties may be oblamed from the Pennsyfllama 01/pattment ol State by callng tal-free. .,;u,., Pe1111sytvama. (800) 732-c999 Reg.strutJOn does not Imply endotsement. AI contnbubons aru tax-deducbble to the extenl 8lowed by law
Attention Po stmaster: Dated Mat erial Enclosed
COMPLETE AND MAIL THIS FORM TO: Office of Gift Planning, Masonic Charities. One Masonic Drive, Elizabethlown. PA 17022
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Send me your brochure on Gift Annuities.
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Send me a sample Gift Annuily illustration based on the following information: Amount: S Age(s): ' If you are considering a gift of appreoated stock. please estimate your cost basis·
$ ______________________ 0
Contact me to discuss a poss1ble G1ft Annuity
with a Masonic Charity. 0
Send me infonnation about the Franklin Legacy Society.
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IN-Je have remembered the follOWing Masonic Charity(ies) in my/our Will and/or Estate plan:
Name: ____________________________ Address: City: - - - - - - - - - - - Slale: ___ Telephone: E-m ail A ddress:
Zip: - - - -