A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Ursuline.
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Ursuline Academy.
You can now make a Qualified Charitable Distribution in exchange for a charitable gift annuity and receive fixed income for life.
Donate your home, farm or a second home to Ursuline and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.