Marilyn has supported Sacred Heart Southern Missions for more than 15 years. When asked about her long relationship with us she said, “It’s fine to share wealth with foreign missions, but we have a primary responsibility to take care of our own in this country. To whom else can they turn?”

Her mother reached 96 years of age so Marilyn expects to be around for quite a while. One of the advantages of charitable gift annuities is that you cannot outlive the payments! When determining the best way to maximize her contributions Marilyn decided to fund multiple gift annuities. “Charitable gift annuities are a pure win-win situation,” she said. “I get a stream of retirement income that won’t run out and my annuity supports a cause that I feel strongly about.”

Sacred Heart Southern Missions has been issuing charitable gift annuities for more than 40 years and in that time we have never missed a payment. If you are 65 or older you can fund an annuity for as little as $1,000. Our annuity rates, which are based on your age, are extremely attractive, especially when compared to other investment vehicles. Another advantage - a portion of your charitable gift annuity can be used as a tax deduction in the year in which you fund it and parts of future payments are tax free as well!

If you have any further questions or need other information please contact our Planned Giving department at 888.217.4829 or email us at Plannedgiving@shsm.org


Steve

Questions

Call or email Steve in our Planned Giving Department at 888.217.4829.

Email: skoepke@shsm.org

Click here to see our annuity rates.