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Confidential Gift Annuity Inquiry & Application Please fill out the information below and return by email to donor ministries BEA.org or by mail to: Billy Graham Evangelistic Association Donor Ministries
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How to fill out confidential gift annuity inquiry

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How to fill out confidential gift annuity inquiry

01
To fill out a confidential gift annuity inquiry, follow these steps:
02
Start by clearly identifying yourself and providing your contact information.
03
Indicate the name of the charity or organization that you wish to make a gift to.
04
Specify the amount of the gift you intend to make.
05
Provide details about the assets you plan to donate, such as cash, securities, or real estate.
06
State whether you want the annuity to be immediate or deferred, and if deferred, specify the deferral period.
07
Include any additional instructions or preferences you may have regarding the gift annuity.
08
Sign and date the inquiry form.
09
Submit the filled-out confidential gift annuity inquiry form to the appropriate contact or organization.

Who needs confidential gift annuity inquiry?

01
Individuals or organizations who are interested in making a charitable gift while ensuring a fixed income stream for themselves or a designated beneficiary may need to fill out a confidential gift annuity inquiry.
02
People who wish to support a particular charity or organization and receive periodic annuity payments in return are also the ones who may need to complete a confidential gift annuity inquiry form.
03
This form is essential for individuals who wish to explore the option of a gift annuity and the specific terms and conditions associated with it.
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Confidential gift annuity inquiry is a form or report filed with relevant authorities to disclose information about charitable gift annuities which are kept confidential.
Organizations or individuals who issue gift annuities are required to file confidential gift annuity inquiry.
Confidential gift annuity inquiry can be filled out by providing the required information such as donor details, gift details, and other relevant information as per the form instructions.
The purpose of confidential gift annuity inquiry is to ensure transparency and compliance with regulations related to charitable gift annuities.
Information such as donor names, gift amounts, payment schedules, and other relevant details must be reported on confidential gift annuity inquiry.
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