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Charitable Gift Annuity

Charitable Gift Annuity

How It Works

  • You transfer cash or securities to the Roman Catholic Foundation, benefiting your favorite parish, school, or ministry.
  • the Roman Catholic Foundation, pays you, yourself and a spouse, or any two beneficiaries you name, fixed income for life.
  • The remaining balance passes to Roman Catholic Foundation when the contract ends to benefit your favorite parish, school, or ministry.

Benefits

  • Receive dependable, fixed income for life, regardless of fluctuations in the market.
  • In many cases, receive payments at a rate higher than the interest you are currently receiving on investments.
  • 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?

 

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