Charitable Gift Annuities

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How It Works

You transfer cash or securities to Diakon.

After the transfer, Diakon pays you, or up to two annuitants you name, fixed income for life.

The principal passes to Diakon 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 Diakon.
  • 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 Diakon later.

More

To learn more about charitable gift annuities, Email us, complete the Information Request Form, or call us at 610.682.1219 so that we can assist you.




Diakon Lutheran Social Ministries
798 Hausman Road, Suite 300
Allentown, PA 18104-9108
Phone: (610) 682-1219
Toll Free: 1-877-DIAKON-7 (1-877-342-5667), Option 2, Ext. 21219
Fax: (610) 682-1187







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