LET’S HELP CHURCHES
“No Church Left Behind” Champaign
My name is Terri Attaway & Hasson Diggs, and we are Education Retirement Specialist.
I am currently meeting in person and virtually with Church members and Non-Profits organizations to help you understand your Pension Benefits Plan and Supplemental Retirement Options.
During our meeting, we will cover the following agenda items:
1. The Importance of Doing an Annual Financial Wealth Check-Up:
2. Understanding the pros & cons of a 401k plan.
3. Tax Advantage Strategies, Techniques to maximize tax benefits.
4. How to keep your household operating in case of illness or accident.
5. How to create a emergency fund
6. College Education Fund
7. Debt Management Program:
8. Using Infinite Banking to create a secure income stream.
9. Learn how to create Guaranteed Lifetime Income:
10. Learn how to build generational wealth and leave an inheritance to your children’s children.
The Church Faith Pledge Program
Understanding what a Charitable Gift Annuity (CGA) Program is
This program helps Church members support their church by establishing a Charitable Gift Annuity Program.
Setting up a charitable gift annuity program is a great way to offer supporters a way to give while still receiving lifetime income.
In this arrangement, a donor makes a gift to the church and, in return, receives a fixed annuity payments for life.
Upon the donor passing, the remaining funds benefits the church.
Example in Action:
- A church member gives $25,000 for the CGA
- She receives $1,400 per year for life.
- When she passes, about $12,000-$15,000 stays with the church for ministry.
Please click on link to book your personal zoom appointment.
Click here to schedule your appointment
Terri Attaway 817-999-0974
Hasson Diggs 972-835-5049