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Charitable Gift Annuity


How It Works

  • You transfer cash or securities to Catholic Church Extension Society. Our minimum gift requirement is $5,000.
  • Catholic Extension pays you, yourself and a spouse, or any two beneficiaries you name, fixed income for life.
  • Beneficiaries are recommended to be at least 55 years of age at the time of the gift.
  • The remaining balance passes to Catholic Extension when the contract ends.

Benefits

  • Receive dependable, fixed income for life in return for your gift.
  • In many cases, receive payments at a rate higher than the interest you are currently receiving.
  • Receive an immediate income tax deduction for a portion of your gift.
  • A portion of your annuity payment will be tax-free.
  • Are you a younger donor? Consider a deferred gift annuity.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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All contributions are subject to Catholic Extension’s gift acceptance policy.
The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2014 VirtualGiving.com