Gift Annuity Agreement
Trinity Episcopal Foundation
Donor Receives:
Fixed annual payments to donor and/or other beneficiary. Rate of payment based on age(s) of annuitant(s).
Tax Savings:
Income tax charitable deduction equal to a portion of the funds transferred. Payments partially tax-free for period of time equal to annuitant's life expectancy.
Other Advantages to the Donor:
Donor or other annuitant receives supplement to income.
Trinity Episcopal Foundation Receives:
A portion of the amount used to fund a gift annuity will be used to further the mission of Trinity Episcopal Foundation.