Gift Annuities/CRTs

Charitable Gift Annuities

A charitable gift annuity is a great way to support your charitable giving and in return, we will make payments for life to you or you and a loved one. Each payment will be fixed and the amount of each payment will depend on the age of the person who receives the payments. In addition to the security of fixed income, you receive a charitable income tax deduction and a portion of each of your annuity payments may be tax free. After all payments have been made, we will receive the remaining value of your gift to support the causes that matter to you.

Charitable Remainder Trusts

The charitable remainder trust (CRT), can help you avoid capital gains tax on the sale of your appreciated assets, generate regular increased income for you, provide you with a charitable income tax deduction and fulfill your philanthropic objectives.

Questions? Contact us at 505-872-2901 or email us at info@thecatholicfoundation.org.