Charitable Gift Annuity—Immediate Payment

 

Immediate-Payment Charitable Gift Annuity Diagram

 

How It Works

  1. Transfer cash or other property to Notre Dame
  2. Notre Dame guarantees to make lifetime payments for up to two annuitants

 Benefits

  • Guaranteed payments for life that are favorably taxed
    1.  When gift is funded with cash, part of payment will be tax-free
    2.  When gift is funded with appreciated property, part will be taxed as capital
         gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for Notre Dame

More Information

Contact Us

Greg Dugard
Senior Director
Office of Gift Planning
Ph: (877) 631-8631
Fax: (574) 631-8325
gdugard@nd.edu

 

University of Notre Dame
Eddy Street Commons at Notre Dame
1251 N. Eddy Street, Suite 300
South Bend, IN 46617

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