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Establishing your Gift Annuity is easy; simply: 1. Review the Charitable Gift Annuity Disclosure Statement. 2. Contact our Ministry Advancement department if you have questions or would like to receive

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How to fill out gift annuity disclosure statement

01

Obtain a gift annuity disclosure statement form from the appropriate organization or source.

02

Fill in the required information such as the donor's name, address, and contact details.

03

Provide details about the gift annuity agreement including the amount of the gift, the annuity payment terms, and any other relevant information.

04

Sign and date the disclosure statement to certify that the information provided is accurate and complete.

05

Submit the completed gift annuity disclosure statement to the organization or individuals as required.

Who needs gift annuity disclosure statement?

01

Individuals who are considering making a charitable gift of an annuity.

02

Organizations and institutions that offer gift annuities to donors.

03

Financial advisors and planners who assist clients in making charitable donations through gift annuities.

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What is gift annuity disclosure statement?

A gift annuity disclosure statement is a document that provides information about the terms and conditions of a charitable gift annuity agreement.

Who is required to file gift annuity disclosure statement?

Charitable organizations that issue gift annuities are required to file gift annuity disclosure statements.

How to fill out gift annuity disclosure statement?

Gift annuity disclosure statements can be filled out by providing details about the organization, the annuitant, and the terms of the gift annuity agreement.

What is the purpose of gift annuity disclosure statement?

The purpose of a gift annuity disclosure statement is to inform donors and annuitants about the terms and conditions of the gift annuity agreement.

What information must be reported on gift annuity disclosure statement?

Information such as the name and address of the organization, the name of the annuitant, the amount of the gift annuity, and the terms of the agreement must be reported on a gift annuity disclosure statement.

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