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CHARITABLE GIFT ANNUITY APPLICATION & AGREEMENT Section One Personal Information DONOR 1DONOR 2Full Name: ___Full Name: ___SSN #: ___ (complete ONLY if Annuitant)SSN #: ___ (complete ONLY if Annuitant)Birthdate:
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How to fill out recommended charitable gift annuity

01
Determine the amount you wish to donate to the charity as the principal for the annuity.
02
Select a reputable charity that offers a charitable gift annuity.
03
Contact the charity to acquire their application form for the gift annuity.
04
Fill out the application form with your personal information, including name, address, and contact details.
05
Specify the donation amount you intend to contribute.
06
Decide on the payment frequency (monthly, quarterly, annually) you prefer to receive income from the annuity.
07
Provide any necessary financial information that the charity may require to process your application.
08
Review your application for accuracy before submission.
09
Submit the completed application along with your donation to the chosen charity.
10
Wait for the charity to process your application and officially establish the charitable gift annuity.

Who needs recommended charitable gift annuity?

01
Individuals seeking a reliable source of income during retirement.
02
Donors wishing to make a significant gift to charity while receiving a tax deduction.
03
Philanthropists looking to support charitable organizations in a structured way.
04
People interested in leaving a legacy while benefitting from the financial security of an annuity.
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A recommended charitable gift annuity is a financial arrangement where a donor makes a charitable contribution in exchange for a promise from a charity to pay a fixed annuity amount for a specified period, typically the lifetime of the donor.
The charity that issues the charitable gift annuity is required to file the necessary documentation with the appropriate state regulatory agency.
To fill out a recommended charitable gift annuity, one must complete the application form provided by the charity, including personal information, donation details, and chosen annuity terms. It's advisable to consult a financial advisor for assistance.
The purpose of a recommended charitable gift annuity is to provide donors with a reliable income stream during their lifetime while also supporting charitable organizations and potentially receiving tax benefits.
The information that must be reported includes the donor's name, social security number, the amount of the gift, the value of the annuity, and the terms of the arrangement.
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