Charitable Gift Annuities
When you establish a charitable gift annuity with the Oblate Annuity Trust (minimum $5,000), you will receive annual fixed payments for the rest of your life (minimum age 59 ½). The annuity rate is based on the donor’s age at the time the charitable gift annuity is established. You will also receive a one-time charitable deduction for the year the gift is made. Upon your death, the amount remaining in your annuity account will strengthen the Oblates’ many ministries, creating a lasting legacy in your memory.
A charitable gift annuity can also be funded with securities such as appreciated stock. With this type of gift you can partially bypass capital gains tax.
For a no obligation proposal
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Office of Charitable and Planned Giving
9480 N. De Mazenod Dr.
Belleville, IL 62223-1160
Oblate Missionary Society, Inc.
Tax ID: 26-0634043
Gift Annuity Rates
Effective September 1, 2020
Charitable gift annuities not available in all states.