Charitable Gift Annuity

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Charitable Gift Annuity

A Gift That Pays You And/Or A Loved One Income For Life

When you create a charitable gift annuity to benefit the Bartholomew Foundation, you and/or a loved one receive guaranteed fixed quarterly payments for life based on your age(s) and a charitable income tax deduction in the year of the donation.  

 

You receive the annuity income for life and the remaining funds after your passing to establish your legacy with the Bartholomew Foundation

YOUR KEY BENEFITS
  • Establishing a gift annuity with appreciated stock may reduce capital gains.
  • A gift annuity is a creative way to meet the long-term financial needs of a spouse or another loved one.
  • If you want immediate tax savings but don’t need payments until later, you may choose a deferred
  • A portion of your annuity payments is tax-free. The older you are when your annuity begins, the higher your payment rate.
FOLLOW THESE STEPS

To use the Charitable IRA Rollover provision to make an immediate impact with the Bartholomew Foundation:

  • You must be age 70 ½ or older
  • The funds must go directly from your IRA account to the Bartholomew Foundation
  • You cannot exceed $100,000 in Rollover gifts a year
  • Rollover gifts must be unrestricted and cannot provide any
    incidental benefits to the donor.
Current Charitable Gift Annuity Rates
Single LifeTwo Lives
AgeRateAgesRate
704.7%704.2%
755.4%754.6%
806.5%805.4%
857.6%856.5%
90 and older8.6%90 and older8.2%

For more information or to request a personalized illustration, please contact Jonathan Gudema, Esq. or email the Bartholomew Foundation.

“In all that we do to support our beautiful Church, its traditions and its endeavors, we often overlook (or perhaps take for granted) our beloved Ecumenical Patriarchate of Constantinople. But in our zeal to help our local parishes, Metropolis or Archdiocese, we should not forget the needs of our Patriarchate that not only has financial needs but is saddled with the unique and dire circumstances that challenge its mere existence on a daily basis! For this reason, it is so important that we remain vigilant stewards of this beautiful vestige of our Ancient Church and provide the necessary economic support to help ensure its survival.”
Mr. and Mrs. Demitrios and Georgia Halakos
Greenville,
DE
“In all that we do to support our beautiful Church, its traditions and its endeavors, we often overlook (or perhaps take for granted) our beloved Ecumenical Patriarchate of Constantinople. But in our zeal to help our local parishes, Metropolis or Archdiocese, we should not forget the needs of our Patriarchate that not only has financial needs but is saddled with the unique and dire circumstances that challenge its mere existence on a daily basis! For this reason, it is so important that we remain vigilant stewards of this beautiful vestige of our Ancient Church and provide the necessary economic support to help ensure its survival.”
Mr. and Mrs. Demitrios and Georgia Halakos
Greenville,
DE