Charitable Gift Annuity
using the Timothy Plan family of funds
This Charitable Gift Annuity enables you to make a gift of cash, property, or securities to WaterStone (formerly known as Christian Community Foundation) and receive fixed payments for life. At death, the remainder is available for the mission of the charity or charities you have selected. You will also receive an immediate income tax deduction for the gift portion of the annuity. Another important benefit is that a part of your income is a tax free partial return of the principal. 

Your gift annuity can also help provide for others while making a charitable gift. You may request a joint life annuity and provide lifetime income for a surviving spouse. Or, you may wish to establish the annuity for a parent or for the long-term financial needs of a child. 

The Timothy Plan Charitable Gift Annuity provides WaterStone an opportunity to invest these assets in alignment with the spirit of the gift. The Timothy Plan employs specific moral screening criteria designed to avoid investing shareholders’ money in any company that has a pattern of contributing to the cultural pollution of our society. As a result, the Timothy Plan screens out investing in companies involved in abortion, pörnography, or non-traditional married lifestyles as well as those involved in the production of alcohol, tobacco or casino gambling.

A Charitable Gift Annuity Program from WaterStone offers the following advantages:
  • WaterStone is the issuer of the Charitable Gift Annuity and assumes all liability for the payments.
  • Funds to cover all annuity payment liabilities will be invested in a special gift annuity account monitored by the WaterStone Investment Committee and in compliance with state regulations.
  • WaterStone provides the staff and resources to assure timely payments to the annuitants, annual audits to monitor proper reserve levels, and compliance with state and federal regulations.
  • The charitable residuum will flow to a Donor Advised Fund or to a Charity Advised Fund at WaterStone for the benefit of the Charities selected by the Donor(s).
  • Fees to WaterStone will not affect the annuity payments to the annuitants.
  • There may be, a current charitable gift of 3% distributed directly to the Charity selected by the Donor(s), and upon the death of the annuitants, a 100% of the residuum will be distributed to a Donor Advised Fund or to a Charity Advised Fund at WaterStone. 

 

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 Unified Fund Services, Inc.
Post Office Box 6110
Indianapolis, Indiana 46206-6110
(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 fixed by the U.S. government.

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