Volume LVMay 2008Number 2

Retirement Income You Can Depend on ...

Consider a Charitable Alternative

With the ups and downs in today's financial markets, many of our senior friends are turning to the Masonic Charities' gift annuity program. Many of them find that through a gift annuity, they can help to further the Masonic Charities while creating a dependable stream of lifetime income.

They like the other benefits that gift annuities provide, too. Things like a good payment rate and annuity payments that are partially tax-free for a period of time. They like the federal income tax charitable deduction they receive, and, of course, the fact that they are supporting the charitable works of the Masonic Charities.

Masonic Charities' gift annuities may be funded for as little as $5,000 in cash or appreciated stock, and may be established for the lives of one or two persons. Annuities may be funded to assist with the college education of a child or grandchild or to provide a reliable income stream for a beloved family member such as an older parent who is living on a fixed income, perhaps without the benefit of a pension plan. The payout rate an annuitant receives depends on the nearest age of the annuitant on the date the annuity is funded.

Consider The Following Sample Payment Rates:
One-Life Two-Life
Age Rate Age Rate
70 6.7% 70 & 75 6.3%
75 7.3% 75 & 80 6.8%
80 8.2% 80 & 85 7.5%
85 9.7% 85 & 90 8.6%
90+ 11.5%  
*Rates reflect changes recommended by the Office of Gift Planning for all Charitable Gift Annuities written on or after July 1, 2006. Some restrictions apply.

For additional information about how a gift annuity might benefit you, in complete confidence and at no cost or obligation, simply complete and return the response coupon to the Office of Gift Planning, or telephone to speak with one of our Office of Gift Planning staff members in the geographical region nearest you.
Central Pennsylvania (717) 367-1121, ext. 33460 or (800) 599-6454
Eastern Pennsylvania (610) 825-6100, ext. 1348
Western Pennsylvania (412) 741-1400, ext. 3011 or (866) 872-0664
Out-of-State (800) 599-6454

The official registration and financial information for any of the Masonic Charities can be obtained from the Pennsylvania Department of State by calling toll-free, within Pennsylvania, (800) 732-0999. Out-of-state residents may contact the Gift Planning Office at (800) 599-6454 for registration information within their particular state. Registration does not imply endorsement.

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