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A charitable gift annuity to benefit the archdiocese or one of its parishes, schools or ministries as designated by you is a generous expression of your support for Gods work within our community

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How to fill out charitable gift annuity

01

Gather all necessary information such as personal details, donation amount, and contact information.

02

Contact the charity or organization that offers charitable gift annuities to request the necessary paperwork.

03

Fill out the application or form provided by the charity, making sure to provide accurate information.

04

Consider consulting with a financial advisor or attorney to ensure you understand the terms and implications of the charitable gift annuity.

05

Submit the completed paperwork along with the donation amount to the charity for processing.

Who needs charitable gift annuity?

01

Individuals who want to support a charitable cause while receiving fixed payments for life.

02

Donors who are looking for a way to make a lasting impact and potentially receive tax benefits.

03

People who want to ensure their donation continues to support the charity even after their passing.

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What is charitable gift annuity?

Charitable gift annuity is a contract under which a charity, in return for a transfer of cash, marketable securities, or other assets, agrees to pay a fixed amount of money to one or two individuals, for their lifetime.

Who is required to file charitable gift annuity?

Charities are required to file charitable gift annuity agreements with the appropriate state regulatory authorities.

How to fill out charitable gift annuity?

Charitable gift annuity agreements can be filled out by including the necessary information such as donor details, donation amount, annuitant details, payment frequency, etc.

What is the purpose of charitable gift annuity?

The purpose of charitable gift annuity is to provide donors with a way to support a charity while also receiving fixed payments for life.

What information must be reported on charitable gift annuity?

Information such as donor details, donation amount, annuitant details, payment frequency, and any other relevant information must be reported on charitable gift annuity.

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