Do you want to support the Archdiocese of New York but worry about having enough income for yourself and your loved ones? Life-income gifts such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of providing the Archdiocese with vital long-term resources.
The creation of a life-income gift benefits both the giver and the receiver – a “win-win” situation. The following life-income gifts are available, and one may be right for you:

Immediate-Payment Gift Annuity
How It Works
- Transfer cash or other property to the Archdiocese
- The Archdiocese agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
- The balance of the transfer inures to the Archdiocese
Benefits
- Payments for life that are favorably taxed
- When gift is funded with cash, part of payment will be tax-free
- When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
- Federal income-tax deduction for a portion of your gift
- Gift will provide generous support for the Archdiocese

Deferred-Payment Gift Annuity
How It Works
- Transfer cash or other property to the Archdiocese
- The Archdiocese agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
- The balance of the transfer inures to the Archdiocese
Benefits
- Payments for life that are favorably taxed
- When gift is funded with cash, part of payment will be tax-free
- When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
- Federal income-tax deduction for a portion of your gift
- Gift will provide generous support for the Archdiocese

Charitable Remainder Unitrust
How It Works
- Create trust agreement stating terms of the trust; transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
- Remainder to the Archdiocese of New York for purposes you specify
Benefits
- Payments to one or more beneficiaries, varying annually with the value of the trust
- Federal income-tax deduction for the charitable remainder value of your interest
- No capital-gain tax when trust is established; property is sold by the trust
- Trust remainder will provide generous support for charities of the Archdiocese of New York

Charitable Remainder Annuity Trust
How It Works
- Create trust agreement stating terms of the trust; transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
- Remainder to the Archdiocese for purposes you specify
Benefits
- Payments to one or more beneficiaries that remain fixed for the life of the trust
- Federal income-tax deduction for the charitable remainder value of your interest
- No capital-gain tax when trust property is sold
- Trust remainder will provide generous support for the Archdiocese
Contact Us
Planned Giving Office 646.794.3317 [email protected] | Archdiocese of New York 1011 First Avenue 14th floor New York, NY 10022 |
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