Charitable
Gift Annuity
using the Timothy Plan family of funds
State Disclosures
The following are state disclosures as applicable to your state of residency.
California
Annuities issued to California residents by a Grants and Annuities Society (WaterStone) will not be covered by the California Life and Health Insurance Guarantee Association and any resident considering this type of investment should seek the advice of a tax professional.
Florida
A Copy of the official registration and financial information may be obtained from the division of Consumer Services by calling toll-free within the state. 1-800-435-7352. Registration does not imply endorsement, approval, or recommendation by the state.
North Carolina
Financial information about this organization and a copy of its license are available from state of North Carolina Solicitation Licensing Branch at 919-733-4510. The license is not an endorsement by the state.
Pennsylvania
The official registration and financial information of
Christian Community Foundation (dba WaterStone) may be obtained from Pennsylvania Department of State by calling toll-free, within Pennsylvania, 1-800-732-0999. Registration does not imply endorsement.
WaterStone,
formerly known as Christian Community Foundation, offers Charitable Gift Annuities in most states, with the exception of Arkansas, Hawaii, Maryland, New Jersey, New York, and Wisconsin at the present time. It is our pleasure working with you to facilitate your clients' charitable giving.
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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.
HEADQUARTERS
The
Timothy Plan
1055 Maitland Center Commons
Maitland, Florida 32751
(800) TIM PLAN
SHAREHOLDER SERVICES
The Timothy Plan
c/o Gemini Fund Services, LLC
4020 S 147th Street, Suite 2
Omaha, Nebraska 68137
(800) 662-0201
Copyright © 2007 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.
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