Action Items
Charitable gift annuities may not be available in all states. Copyright © The Stelter Company, All rights reserved. The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
We hope our website has answered many of your questions about arranging a charitable gift annuity with Thomas University. Here are some actions to take to learn more about this way to provide long-term support of our mission.
Once you've established your charitable gift annuity, consider establishing more over the coming years to take advantage of rates that typically increase with age.
Getting Started | If You Don't Need Extra Income Right Now... | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items








