Charitable Gift Annuity
using the Timothy Plan family of funds
Calculations
Fill out this form to request preliminary gift annuity calculations with complete information on payments and tax benefits.  You will not be under any obligation and this information is free.

Gift annuities are available in most states.  Required disclosures will be furnished with gift annuity calculations.  All information is confidential.
 

Contact Information

Full Name:
(Please select your preferred title.)

Company:

Street Address Line 1:

Street Address Line 2 (if in the service please put APO info here):

City:

State:

Zip Code:

Daytime Phone:




Gift Annuity Information

Please complete the following information for your customized information:

I am considering placing $ cash in a gift annuity.
I am considering funding my gift annuity with appreciated securities.  I estimate that the current market value now is $.  (Minimum $25,000.)  I originally purchased these securities at a cost of approximately $.
I am interested in the following types of gift annuities:
Single Life:
 Payments will be made to a person born in 19.

 Two Lives:
Two lives, the annuitant was born in 19.

 Deferred:
 Deferred beginning 20.
Provide information based on:
Quarterly Payments
Semi-annual Payments
Annual Payments


Questions? Comments?
e-mail address:

 

            
   
Download, request online, call 1-800-846-7526 or ask your financial representative for a free prospectus for any Timothy Plan® fund, which contains more complete information about the management company, management fees, charges and expenses. Please read it carefully, before investing, to consider the investment objectives, risks, charges and expenses. The Timothy Plan is distributed by Timothy Partners, Ltd.  Member FINRA.

 The Timothy Plan
1055 Maitland Center Commons, #100
Maitland, Florida 32751
(800) TIM PLAN

Copyright © 2006 Timothy Partners, Ltd. - All rights reserved.
The Timothy Plan name and logo are registered trademarks ® for the Timothy Plan, 1995.

Timothy Plan® family of funds may be offered and sold only to U.S. investors, and the information on this website is intended only for such persons. The information on this website is not an offer to sell or a solicitation of an offer to buy, any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase or sale may not lawfully be made. Past performance is no guarantee of future results. Yield, share price and investment return of mutual funds fluctuate such that an investor may receive more or less than original cost upon redemption.  Mutual fund shares are not insured or guaranteed by the U.S. government.