In sow­ing a legacy gift, a char­i­ta­ble gift annu­ity may be an attrac­tive option for Hen­nepin mem­bers look­ing to com­bine finan­cial secu­rity with a pas­sion for giv­ing. A char­i­ta­ble gift annu­ity pro­vides a fixed, reg­u­lar income stream to one or two per­sons for their life­times. The remain­ing assets are dis­trib­uted to the Hen­nepin Foun­da­tion and/or Trustees upon the annu­i­tants’ deaths. The donor is enti­tled to an imme­di­ate char­i­ta­ble  tax deduc­tion and a por­tion of the annu­ity pay­ments are tax-free. Sev­eral Hen­nepin mem­bers are already enjoy­ing the ben­e­fits of this “win-win” option for Legacy Giving.

Con­tact Jack Fistler, Direc­tor of Legacy Giv­ing, (612) 435‑1321, Jack@haumc.org for more details, includ­ing a per­son­al­ized gift annu­ity illus­tra­tion. (Hen­nepin Foundation/Trustees do not admin­is­ter gift annu­ities; how­ever, such plans to ben­e­fit you and Hen­nepin may be arranged with Min­nesota United Methodist Foun­da­tion and other enti­ties.)

- Jack Fistler, Direc­tor of Legacy Giving