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Charitable Gift Annuity

 

Donor Information

This well-established and IRS-approved form of giving helps you boost your retirement income while supporting Guideposts. Annuity rates are fixed for your lifetime and you may benefit from several tax advantages, depending upon how you fund the annuity.
Title:
*First Name:
Middle Name:
*Last Name:
  Enter address, city, state and postal code as filed with your financial institution.
*Address:
*City:
*State/Province:
*Postal Code:
Country:
County:
*Email:
*Phone:

*I am interested in funding a Guideposts Charitable Gift Annuity in the amount of:

$($5,000 minimum).
I plan to use:  cash  credit card 
                     appreciated securities
 
Primary Income Beneficiary Date of Birth: //
(Age 50 and over).

 

Second Income Beneficiary Date of Birth: //
(Only if requesting a joint or survivorship proposal; age 50 and over).
 
Please defer payments until this date: //

Other Planned Giving Options:


Please send me more information on the following:

Living Trusts

Gift of Securities

Charitable Remainder Trusts

Gifts of Real Estate or Other Property

Life Insurance

Retirement Assets

Charitable Lead Trusts

Retained Life Estates

Or call us toll-free:
(800) 728-5653

Or send via mail to:
Planned Giving Department
Guideposts
Peale Center for Christian Living
66 East Main Street, Pawling, NY 12564
 

Click here to e-mail this page to a friend or family member.

 
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