Leaving a Legacy With a Charitable Gift Annuity
We established a charitable gift annuity with the Dubuque Franciscans in memory of our dear aunts Mayme Hesselmann and Sister Elaine (Rose) Hesselmann. Aunt Mayme was like a mother to our family and, later, truly appreciated the loving care she received for several years at St. Francis Home. Sister Elaine devoted her life to work with the Franciscans. Both aunts set wonderful examples of charity and were an inspiration to all who knew them. We also enjoy the annual payments and tax benefits the annuity provides. —John and Anne Baum
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.