I Wish I'd Done This Sooner
Dorothy from Wisconsin has a little more financial experience than most folks. Retired now, she spent her working life with an insurance company. The stock market and various other financial instruments were very familiar to her. She first used CDs to fund and supplement her retirement income. When the rates on CDs took a nosedive she knew it was time to explore other options. Shortly thereafter she received a letter from Sacred Heart Southern Missions explaining our annuity program. After some reflection time she decided to fund her first annuity. “The rates are fantastic!” she exclaimed. “Plus it makes me feel good that I’m helping the church.”
Annuities provide that two fold benefit a guaranteed income stream with tax benefits for individuals and a gift portion that goes to support our work with the poor. Dorothy was also pleased that we could directly deposit her payments which eased her concerns about paperwork and security. Her only regret “I wish I’d done this sooner!”
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Questions
Call or email Steve, Earlene or Faye in our Planned Giving Department at 888.217.4829
