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How It Works
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You transfer cash or securities to the Catholic Diocese.
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After the transfer, the Catholic Diocese pays you, or up to two annuitants you name, fixed income for life.
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The principal passes to the Catholic Diocese when the contract ends.
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Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your annuity payments are guaranteed for life, backed by a reserve and the assets of the Catholic Diocese.
- Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
- You can have the satisfaction of making a significant gift that benefits you now and the Catholic Diocese later.
More
To learn more about charitable gift annuities, Email us, complete the Information Request form, or call us at 302-573-3125 so that we can assist you.
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