Charitable Gift Annuity

Friends House has partnered with the highly respected and financially sound Friends Fiduciary of Philadelphia to offer several life income plans.

A Charitable Gift Annuity — a way to give — and keep on receiving. The oldest and simplest is the charitable gift annuity. In exchange for a minimal gift of $5000 cash or securities, Friends Fiduciary will agree to pay you a guaranteed, fixed annual income for your lifetime.

• This income may start now or at a later date, such as retirement.
• The rate of the annuity is based on the ages of the annuitants, you or another person.
• You will incur no immediate capital gain on the transfer of appreciated securities, and part of your annuity payment will be tax-free.
• On the death of the income beneficiary (you and/or another person), Friends House will have use of the funds to further its mission.

Forms and Further Information:

Benefits of a Charitable Gift Annuity

Request A Free Personal Illustration With No Obligations

Charitable Gift Annuity Application Form

Directions For Stock Transfer Into A Charitable Gift Annuity

Gift Annuity Disclosure Statement

For additional information or to arrange a confidential gift planning consultation, without obligation, contact:
    Karen Lehman, Executive Director
    Friends House Retirement Community
    17340 Quaker Lane
    Sandy Spring, MD 20860
    301.924.7528
    Email: klehman@friendshouse.com