Gift Planning

Charitable Gift Annuity

A charitable gift annuity is a contract between you and Notre Dame that provides scheduled payments. Three factors govern payments:

The amount of the gift
The age of the income recipient(s)
The gift annuity rate

To establish a charitable gift annuity with Notre Dame, you must make a gift of $20,000 or more, and the income beneficiary(s) must be at least 65 years old. Payments are made quarterly and a portion of the payments may be tax free.

For tax purposes, you should consider funding a charitable gift annuity with appreciated marketable securities. The Office of Gift Planning can provide customized gift annuity proposals for your consideration.

Every gift matters. Make yours today.

annuity