The perfect tool to meet major goals in retirement

Single-life annuity illustration (two-life annuities are also available).

Retired WELS teachers Ron and Joan Zahn have established several charitable gift annuities (CGAs) over the years. “They seemed to us a perfect tool through which we could meet two major goals in retirement.” Those goals include giving to the Lord while having money for their own needs. As you can see from the illustration, a CGA is a great way for someone 60 or older to do just that (shown for someone 75 years old with payments beginning immediately—payments can also be deferred to a future date).

Giving through CGAs provided the Zahns with “the satisfaction of furthering ministry.” They said, “We found it to be fun to decide which organizations or entities would be the recipients.” They decided to support endowment funds for missions and ministerial education as well as several congregations and area Lutheran high schools that have been a blessing to their family.

If you are interested in a charitable gift annuity, your local WELS Christian giving counselor can assist you.