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Leadership in Giving

Spencer Jackson, Director of Planned Giving

Christians can exercise leadership principles by handling their finances in ways that are responsible, wise, and considerate of others.

For example, Dave and Jean Dawson raised their children and are now both fifty-five years old. Knowing they will probably retire in ten years, they are concerned about their future income needs. They had been counting on Social Security, a pension plan, and some investments to take care of them. But because they were not confident in the stock market, they began investigating other options and became aware of a “supplemental” retirement plan through ABWE called a Deferred Gift Annuity.

The Dawsons are starting now with their first annuity contract. Their plans are to make annual gifts in subsequent years until retirement, and they will receive charitable deductions for each annual gift. With projections on what the annuities will collectively provide at retirement, Dave and Jean are pleased to see the lifetime payout rates they will receive. Knowing that only part of their future income is taxable is an added benefit. Because Dave and Jean have had a strong interest in missions through the years, it is a joy for them to know that when they are both with the Lord, world missions through ABWE will be furthered through these arrangements.

• Are you thinking ahead to your retirement?

• Do you need additional retirement income today or for the future?

• Would you like to make final gifts to world missions when God calls you home?