Charitable Gift Annuity Program

Program Summary

The Converge Worldwide Charitable Gift Annuity Program is a type of investment that offers a lifetime fixed income and an opportunity to support Converge ministries and other non-profit organizations. The annuity is a contractual agreement between the donor-investor and The Fund specifying the payout and beneficiaries. 

Program Benefits

  • Fixed payments for life, a portion of which will be tax-free
  • Claim and deduct a portion of your investment as a "gift"
  • Can be configured for a single life or the life of a donor and spouse
  • Help your beneficiaries avoid estate tax
  • Contribute to God's Kingdom for generations to come

 
Who Should Care About Gift Annuities?

Individuals who...

...were already planning on listing Converge Worldwide, a Converge ministry, church, or missionary as a beneficiary.
...want to lower their tax obligation with a large gift.
...want a steady, reliable, and fixed income stream for the rest of their lifetime.
 

...and pastors!

Pastors, when was the last time you received a bequest or gift from an estate? The gift annuity program is a great way for members of your congregation to reduce financial stress in their retirement years by providing them with fixed income as well as peace of mind for their future and legacy. Tell your congregation about this program and help us help you secure the future of your ministry! 
 

First Steps

Interested donor-investors who would like more information can request an application packet by clicking here or call us toll-free at 877.228.8810 to request an application packet via USPS. Feel free to email paul.kruit@converge.org with specific questions.
 
Interested donor-investors who are ready to apply can apply online by clicking here or download an application to submit via mail by clicking here.
 

Attention Pastors

Pastors interested in having a Fund representative present this program to a congregation, Sunday school class, estate planning seminar, or stewardship class can contact danielp@converge.org
 

Please consult our tax or legal advisor before proceeding with your estate plan. The representatives of the Converge Cornerstone Fund are not financial, legal, or tax advisors and the Fund does not issue gift annuities in the states of Alabama, Arkansas, California, Florida, Hawaii, Maryland, New Jersey, New York, North Dakota, Tennessee, and Washington.