Donor Has Spirit of Generosity, Too
"When I made my will, I gave serious consideration to the names that would become my heirs. I was taught by the Franciscan Sisters of Dubuque and theirs was the first name to appear. I so appreciate the part they played n my intellectual and spiritual development. Too, I admire their spirit of generosity in serving the poor and in taking stands for peace and justice. By helping them financially, I feel that I am sharing in their ministries."
An Anonymous Legacy Companion
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.