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DONOR Action Steps to create a Charitable Gift Annuity Contract Contributes Receives a Receives within the Comerica Legacy Foundation Appreciated Charitable Comerica Charitable Services Group Helping

How to fill out comerica legacy foundation cga

How to fill out Comerica Legacy Foundation CGA:

1. Gather necessary information: Before filling out the Comerica Legacy Foundation CGA, make sure you have all the required information, such as your personal details, contact information, and beneficiary information.
2. Review the instructions: Carefully read the instructions provided with the CGA form. Understand the purpose and requirements of the Comerica Legacy Foundation CGA.
3. Complete the personal information section: Start by providing accurate personal information, including your name, address, phone number, and email. Double-check for any errors before moving on to the next section.
4. Provide financial details: Fill in the necessary financial information, such as your annual income, assets, and liabilities. This information helps assess your eligibility and determine the appropriate CGA plan for you.
5. Specify the contribution: Indicate the amount of your contribution to the Comerica Legacy Foundation CGA. This can be in the form of cash, stocks, or other assets. If you are unsure, consult with a financial advisor.
6. Select the payment option: Choose the payment option that suits your needs, such as a fixed annuity, variable rate annuity, or deferred annuity. Consider your financial goals and circumstances when making this decision.
7. Designate beneficiaries: If applicable, designate one or more beneficiaries who will receive the remaining CGA assets after your lifetime. Provide their full names, addresses, and relationship to you. It's important to update this information regularly if there are any changes in your circumstances.
8. Review and sign the form: Carefully review all the information provided on the Comerica Legacy Foundation CGA form. Ensure accuracy and completeness. Sign and date the form, attesting that the information provided is true and correct to the best of your knowledge.

Who needs Comerica Legacy Foundation CGA:

1. Individuals seeking to make a charitable contribution: Comerica Legacy Foundation CGA is suitable for individuals who wish to contribute a portion of their assets to charitable causes while potentially receiving financial benefits in return.
2. Those who want to support specific charitable organizations: If you have specific charitable organizations or causes that you feel passionate about, Comerica Legacy Foundation CGA can help you support them financially during your lifetime and even after.
3. Individuals seeking financial flexibility: Depending on the chosen payment option, Comerica Legacy Foundation CGA offers financial flexibility by providing regular annuity payments or deferring them to a future date. This can be beneficial for individuals needing supplemental income or planning for retirement.

In summary, filling out the Comerica Legacy Foundation CGA requires gathering necessary information, understanding the instructions, providing personal and financial details, specifying the contribution, selecting the payment option, designating beneficiaries, and reviewing and signing the form. It is suitable for individuals who want to contribute to charitable causes while potentially receiving financial benefits.

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