Charitable Gift Annuities
Income for Life. A Lasting Gift of Support.
If questions arise along the way, our Planned Giving Office is always glad to help:
Phone: 412.682.1300
Email: StephaniePedersen@Capuchin.com
A charitable gift annuity is a way to make a meaningful gift to the Capuchin friars while receiving dependable income for life. Many donors find this option appealing because it combines thoughtful stewardship with financial security.
A gift annuity can be especially meaningful for individuals who wish to support the Capuchins while also ensuring a stable income stream for themselves or a loved one.
What Is a Charitable Gift Annuity?
A charitable gift annuity is a contract between you and the Capuchin friars. In exchange for a gift of cash or other assets, the Capuchins agree to make fixed income payments to one or two individuals for life.
Payments begin immediately or may be deferred to a future date, depending on your preferences.
Why Consider a Charitable Gift Annuity?
Many donors choose a charitable gift annuity because it offers:
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Predictable income – Payments are fixed and guaranteed for life
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Simplicity – The agreement is straightforward and easy to establish
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Security – Payments are backed by the full assets of the Province
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Meaning – Allows you to support the Capuchin friars while meeting personal financial needs
For some donors, a gift annuity provides welcome income during retirement. For others, it is a way to plan thoughtfully for the future while making a lasting charitable commitment.
Who Can Benefit from a Gift Annuity?
Charitable gift annuities may be established to provide income for:
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You
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Your spouse
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Another loved one
Gift annuities are often most suitable for donors age 65 or older, though each situation is unique.
Funding a Charitable Gift Annuity
A charitable gift annuity may be funded with:
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Cash
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Appreciated securities
In certain circumstances, donors may also use a Qualified Charitable Distribution (QCD) from an IRA to fund a charitable gift annuity, subject to specific requirements and limitations. We would be glad to discuss whether this option may be appropriate for you.
Requesting a Gift Annuity Illustration
Because charitable gift annuities are tailored to each individual’s circumstances, illustrations are prepared on a personalized basis.
We would be glad to provide you with a complimentary, no-obligation gift annuity illustration based on your age, the type of asset you may wish to use, and your charitable goals. An illustration can help you understand potential income payments and how a gift annuity might fit into your overall plans.
Illustrations are prepared by the Province’s planned giving office and may be requested at any time.
To request a complimentary, no-obligation illustration or to ask a question, please contact the Planned Giving Office:
Stephanie Pedersen
Planned & Major Gifts Officer
Phone: 1.800.224.0330
Email: StephaniePedersen@Capuchin.com
A Thoughtful Way to Plan
A charitable gift annuity allows you to balance generosity with care for your own financial well-being. Many donors find comfort in knowing they can support the Capuchin friars while receiving income they can rely on.
We Are Here to Help
Charitable gift annuities are personal, and no two situations are alike. If you would like to learn more – or explore whether a gift annuity may be right for you – we would be glad to provide information or answer your questions. Conversations are always confidential and without obligation.
A Note of Gratitude
Those who choose to support the Capuchin friars through a charitable gift annuity are welcomed into the Capuchin Heritage Circle, where they are remembered with gratitude and prayer.
Disclaimer
This information is not intended as legal, tax, or financial advice. Please consult your personal advisors before making a gift.