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Charitable Gift Annuity
How it works
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You make a gift of cash or securities to Notre Dame. |
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Notre Dame pays you, or up to two individuals you name, quarterly payments for life. |
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The remainder will be used by Notre Dame as directed by you. |
Benefits
- You qualify for an immediate income tax deduction for a portion of your gift.
- A lifetime annuity is backed by the assets of Notre Dame.
- If appreciated assets are given, the annuity payments are generally treated as part ordinary income, part capital gains income, and part tax-free income.
- You have the satisfaction of making a significant gift that benefits you and Notre Dame.
For more information
Email us, complete the personal illustration form, or call us at (574) 631-5776 so that we can assist you through every step of the process.
