Making a Gift of Significance To Sacred Heart Southern Missions

Joanne

Joanne first began donating to us many years ago through the Sacred Heart Auto League. Her husband’s family is from Mississippi and, even though she has never been here, she feels a tie to the area. Over the years, the connection grew closer. Our many ministries serving the poor have also been a motivator for Joanne “I enjoy reading the newsletters about the countless ways that help is given to the needy. I realize how blessed I am. I pray each day that God will care for the many who help and are helped.”

Joanne has found our charitable gift annuity program to be an important and meaningful investment in our work and in her own future. A gift annuity is an extraordinary way to make a gift, increase one’s income and slice one’s tax bill all in one transaction!

Sacred Heart Southern Missions’ charitable gift annuity program was created as a service to our friends who have expressed a desire to make a gift of significance while still retaining income from the gift during their lives. Incredibly, Joanne has funded ten gift annuities with us! “I highly recommend gift annuities as a way of supporting Sacred Heart Southern Missions. It is a win-win program I can help the missions and receive a payment check for the rest of my life.”

A charitable gift annuity provides:

  • Income for Life at attractive payout rates
  • Tax Deduction Savings a large part of what you donate is a deductible charitable gift;
  • Tax-Free Payout a significant portion of your payments is tax-free;
  • Personal Satisfaction knowing that your gift will benefit Sacred Heart Southern Missions for years to come.

Gift annuity rates are determined by the age of the person or persons who receive the income payments.

If you think this type of gift may be right for you, contact Steve Koepke in our Planned Giving Office at 888.217.4829


Questions

Questions? Call Steve, Earlene or Faye in our Planned Giving Department at 888.217.4829

Earleen
Stephen Koepke
skoepke@shsm.org
Earleen
Earlean McGowan
Annuity Coordinator
earlean@shsm.org
Faye
Faye Egner
Donor Relations
fegner@shsm.org