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5235 South Harper Court, Chicago, IL 60615 773.702.3130|giftplan@uchicago.eduCHARITABLE GIFT ANNUITY APPLICATION FORM I am providing information on this application form because I have made, or intend
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How to fill out charitable gift annuity application
How to fill out charitable gift annuity application
01
Download or request a charitable gift annuity application form from the organization offering the annuity.
02
Fill out personal information such as name, address, and contact details.
03
Specify the amount you wish to donate or the assets you wish to contribute in exchange for the annuity.
04
Indicate whether you want a single-life or joint-life annuity, and provide any beneficiary information if applicable.
05
Sign and date the application form, and return it to the organization along with any required documentation or payment.
Who needs charitable gift annuity application?
01
Individuals who are looking to donate to a charitable organization while receiving fixed income payments in return.
02
Donors who want to maximize their tax benefits while supporting a cause they care about.
03
Non-profit organizations that offer charitable gift annuities to donors as a way to raise funds and provide financial security for donors.
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What is charitable gift annuity application?
A charitable gift annuity application is a formal request submitted to a charity to establish a gift annuity agreement.
Who is required to file charitable gift annuity application?
Individuals or organizations interested in establishing a gift annuity with a charity are required to file a charitable gift annuity application.
How to fill out charitable gift annuity application?
To fill out a charitable gift annuity application, one must provide personal information, details of the charitable gift, and any other required documentation as specified by the charity.
What is the purpose of charitable gift annuity application?
The purpose of a charitable gift annuity application is to formally establish an agreement between the donor and the charity for the donation of a gift annuity.
What information must be reported on charitable gift annuity application?
Information such as donor's details, gift amount, payment frequency, and beneficiary information must be reported on a charitable gift annuity application.
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