A Pastoral Letter By Bishop Galeone A Pastoral Letter By Bishop ...

The
B E A N A N G E L
With a charitable gift annuity you can give
and receive...
make a perpetual
gift to a diocesan
parish, Catholic
school or ministry that never stops giving...
and receive fixed payments for life!
Charitable Gift Annuity
• The transaction is easy to execute.
• It provides immediate tax benefits.
• A portion of your payment is tax free.
• You receive guaranteed payments for life.
• Most importantly, you are supporting
Christ’s work in the diocese.
Age Rate
55 5.5%
56 5.6%
57 5.6%
58 5.7%
59 5.7%
60 5.7%
61 5.8%
62 5.9%
63 5.9%
Gift Annuity One-Life Rates
* Rates effective August 1, 2004
Age Rate
64 6.0%
65 6.0%
66 6.1%
67 6.2%
68 6.3%
69 6.4%
70 6.5%
71 6.6%
72 6.7%
Age Rate
73 6.8%
74 6.9%
75 7.1%
76 7.2%
77 7.4%
78 7.6%
79 7.8%
80 8.0%
81 8.3%
Age Rate
82 8.5%
83 8.8%
84 9.2%
85 9.5%
86 9.9%
87 10.2%
88 10.6%
89 11.0%
90 11.3%
■ Please send a Charitable Gift Annuity illustration.
■ A one-life agreement: beneficiary birthdate: / /
■ A two-life agreement: beneficiaries’ birthdates:
/ / and / /
Name _______________________Phone __________
Address______________________________________
City ________________________________________
State __________________Zip ___________________
Amount Considered __________($5,000 minimum)
Please return to:
Ms. Nancy Geary
Catholic Foundation
P.O. Box 24000
Jacksonville, FL 32241-4000
904-262-3200, ext. 166 or
1-800-775-4659, ext. 166.
Email: ngeary@dosafl.com