Make a Gift That Pays

A Catholic Relief Services Charitable Gift Annuity (CGA) is a charitable gift that helps CRS serve poor and vulnerable people around the world and guarantees partially tax-free fixed income for life, for you and/or someone you designate.

Use this calculator to estimate the benefits you could enjoy with a CRS Charitable Gift Annuity plan.

How does it work?

1. You donate cash, stocks or mutual funds to CRS and ask us to establish a gift annuity. A minimum contribution of $10,000.00 is required.
2. Once we finalize the gift annuity agreement, CRS will begin paying a fixed, guaranteed amount of lifetime income to you and/or anyone you name based on your selected payment schedule.
3. After your lifetime and/or that of your selected beneficiary, CRS will use the remaining principal from your gift to continue our lifesaving work overseas.

What are the benefits?

• Receive guaranteed income for life. A minimum contribution of $10,000 is required.
• No management fees for the life of the annuity.
• A charitable tax deduction for the tax year in which you make your gift.
• A portion of your annuity income will be tax free for a period of years.
• Choice of monthly, quarterly, semi-annually or annually income payments.
• Favorable treatment of capital gains taxes when you fund your annuity with appreciated securities.
• Three options of when to begin payments: Immediate, Deferred, or Flexible Deferred.

Can I defer my payments to a future date?

Yes, with a deferred gift annuity, you can make your gift today and select a date—1 year or more in the future—when you’d like your annuity payments to begin.

If you would like to add even more flexibility to your planning, CRS also offers a flexible deferred gift annuity, which allows you to decide when your deferred annuity payments will start, within a determined time range.  #TODO need clarification on which page is migrating because 2 from this group are not.

What forms do I need to establish a CRS Gift Annuity?

• Disclosure Statement
• Application
• Proof of identity and age (photocopy of driver’s license, passport or birth certificate)
• Direct Deposit Form (required for monthly payments)

Download and review the disclosure and keep a copy for your files.

Then download and complete the application and send it along with your gift to CRS at:

Attn: Planned Giving Department
Catholic Relief Services
228 W. Lexington Street
Baltimore, MD 21201

Where do I mail my completed application?

Attn: Planned Giving Department
Catholic Relief Services
228 W. Lexington Street
Baltimore, MD 21201

Contact Planned Giving Team

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