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Charitable Gift Annuities

When considering charitable gifts, most individuals think of outright gifts of cash or gifts through a Will or Living Trust. There are other ways as well to make a gift to promote the sanctity of life and retain benefits for yourself or a loved one. Gifting through a Charitable Gift Annuity can be made with cash or appreciated property.

While there are several types of charitable gift annuities, such as singlelife, or joint and survivor, each pays a fixed amount. Payments may be received quarterly, semiannually, or annually. Your payment amount is established using rates suggested by the American Council on Gift Annuities. The remainder interest of the gift will be used by Vitae to promote a culture that values the lives of future generations. Payments on your gift annuity may begin immediately or be deferred to a later date, such as retirement. This may be a way to help promote the sanctity of life and provide additional cash flow for the retirement years.

You will be entitled to a potential income tax deduction for part of the gift in the year you make your gift. Your taxable estate will be reduced, and any capital gains generally will be recognized over the life of your annuity.

To learn more about meaningful gifts through gift annuities, contact Mark V. Kleene at 573-634-4316 or 800-393-5791 or via email at markk@vitaecaringfoundation.org.

The Vitae Caring Foundation is a not-for-profit corporation under 501(c)(3) of the Internal Revenue Code. Gifts to the Vitae Caring Foundation are tax deductible to the extent provided by law. The purpose of this information is to provide general gift, estate, and financial planning information. Neither the author, the publisher, nor this organization is engaged in legal or tax advisory services simply by making this information available. This information may not be used to avoid tax penalties. For advice or assistance in specific cases, the services of an attorney or other professional advisors should be obtained. Watch for tax revisions, as these laws are complex and subject to change from time to time. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Charitable Gift Annuities are issued and guaranteed through the National Christian Foundation (NCF). NCF typically reinsures Charitable Gift Annuities. This could benefit Vitae with current proceeds instead of the remainder interest at the annuitant’s death.

Information for Attorneys, Accountants and Financial Planners

You may also need the following information:

Legal Name: Vitae Foundation

Legal Address: 1731 Southridge Drive, Suite D

Jefferson City, MO 65109

Employer Identification Number: 43-1138252

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Vitae Caring Foundation
P.O. Box 791
1731 Southridge Drive, Suite D,
Jefferson City, MO 65109
Phone: 573-634-4316 or 800-393-5791
Fax: 573-635-1383
Email: Vitae Caring Foundation