You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.
What are the benefits?
Receive fixed payments to you or another annuitant you designate for life.
Receive a charitable income tax deduction for the charitable gift portion of the annuity.
Benefit from payments that may be partially tax-free.
Further the charitable work of The Catholic Foundation with your gift.
How a Charitable Gift Annuity Works
- You transfer cash or property to The Catholic Foundation.
- In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
- You will receive a charitable income tax deduction for the gift portion of the annuity.
- You also receive satisfaction, knowing that you will be helping further our mission.
If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.
Contact Us
If you have any questions about making your gift, please contact us by clicking here to send us an email or call us at 303.468.9885.
