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Gift Annuity
Create your Gift Annuity Agreement, and or Application, by answering the questions from the list below.
If you have a problem downloading, you may contact our Client Services department at 800-858-6127 if you
would like an agreement mailed or faxed to you.
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.
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1. Is a gift of securities or mutual fund shares being made?
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2. Is any asset being gifted from a revocable trust?
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3. Are all Annuitants also Donors to the Charitable Gift Annuity?
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4. Does any annuitant wish for direct deposit of the annuity payments?
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5. Are you going to name more than one Charitable Beneficiary as a recipient of
the remainder interest of the Charitable Gift Annuity?
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If yes, how many additional Charitable Beneficiaries do you want to include (up
to 4)?
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Thank you for giving us the opportunity to be of service to you.
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