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Thrive Charitable Impact & InvestingCharitable gift annuity application Page 1 of 8Only valid with all pages. 1Establishing your gift annuity A charitable gift annuity from Thrive Charitable Impact
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How to fill out charitable gift annuity application

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How to fill out charitable gift annuity application

01
Obtain the charitable gift annuity application form from the organization offering the annuity.
02
Fill out the applicant's personal information, such as name, address, and contact details.
03
Provide details of the proposed gift amount and payment frequency.
04
Disclose any other relevant information requested by the application form.
05
Review the completed application for accuracy and sign where required.
06
Submit the application form to the organization's designated contact person.

Who needs charitable gift annuity application?

01
Individuals who wish to make a charitable donation while also receiving fixed payments for life.
02
Donors looking for a way to support a charitable organization through a structured financial arrangement.
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Charitable gift annuity application is a form used to establish a charitable gift annuity agreement between a donor and a nonprofit organization.
The nonprofit organization receiving the charitable gift annuity is required to file the application.
The application should be completed with all required donor and gift information, signed by both parties, and submitted to the appropriate authorities.
The purpose of the application is to document the agreement between the donor and the nonprofit organization regarding the charitable gift annuity.
The application must include donor details, gift amount, payment terms, and other relevant information.
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