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.

“We are a family of faith with the focus on educating and helping Christians throughout our community. We believe that becoming founding members and joining this outstanding group of leaders that we will all be able to help our church to provide generations & generations of christians the financial underpinings of the Patriarchate.”
Mr. and Mrs. Michael and Meropi Neamonitakis
Brooklyn,
NY
“We are a family of faith with the focus on educating and helping Christians throughout our community. We believe that becoming founding members and joining this outstanding group of leaders that we will all be able to help our church to provide generations & generations of christians the financial underpinings of the Patriarchate.”
Mr. and Mrs. Michael and Meropi Neamonitakis
Brooklyn,
NY