Gift Annuity Agreement

All Annuitants must provide a copy of a government issued ID showing date of birth.

• Gift annuities are no longer available through the Foundation in Puerto Rico, Hawaii, New York or Tennessee.
  
  
• For residents in the following states, please follow this link to create a customized gift annuity agreement specific to your state.

Alabama

Arkansas

California

Maryland

New Jersey

North Dakota

Washington

Wisconsin

• Residents of all other states will find a link below for the Gift Annuity Application. The additional items linked below may be desired or required for each gift annuity - please read the instructions provided for each item.

Charitable Gift Annuity Application

Trust Revocation Addendum

Complete when assets given for the gift annuity are currently titled to a revocable living trust.

Direct Deposit Form

Complete and send with the application if you desire this service.

Gifts of Securities Addendum

Complete when you are giving publicly traded securities. A page is provided to identify multiple securities. Delivery information for stocks, bonds, and mutual funds is included - sample instruction letters, too.

IRS Form W-9, Request for Taxpayer Identification Number

To be completed by recipients of annuity payments who are NOT owners of donated assets.