Gift Annuity Rates Going Down Effective January 1, 2020. Act Now!

Catholic Gift Annuity

How It Works

  • You transfer cash or securities to Catholic Gift Annuity administered by Catholic Extension. Our minimum gift requirement is $5,000.
  • Beneficiaries are recommended to be at least 55 years of age at the time of the gift.
  • When the contract ends, the remaining balance passes to the Diocese to advance the gospel.


  • Receive dependable, fixed income for life, regardless of fluctuations in the market.
  • In many cases, receive payments at a rate higher than the interest you are currently receiving on investments.
  • Receive an immediate income tax deduction for a portion of your gift.
  • A portion of your annuity payment will be tax-free.
  • Are you a younger donor? Consider a deferred gift annuity.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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