| Charitable Gift Annuities
CLICK HERE
FOR A DETAILED EXPLANATION
How It Works
 |
You
transfer cash or securities to Perkiomen. |
 |
After
the transfer, Perkiomen pays you,
or up to two annuitants you name, fixed income for
life. |
 |
The
principal passes to Perkiomen when
the contract ends. |
Benefits
- You receive an immediate
income tax deduction for a portion of your gift.
- Your annuity payments are
guaranteed for life, backed by a reserve and the full assets
of Perkiomen.
- Your annuity payments are
treated as part ordinary income, part capital gains income
(15%), and part tax-free income.
- You have the satisfaction
of making a significant gift that benefits you now and Perkiomen later.
More
To learn more about charitable gift
annuities, Email us,
complete the Information Request
Form, or call us at 215-679-9511 so that
we can assist you.
Perkiomen
200 Seminary Ave
Pennsburg, PA 18073
215-679-9511
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