1-888-330-6264 mami@oblatesusa.org

I feel good about supporting the Oblates.  It's a good cause and in return I get some income.  Shirley Macron

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

Call Dawn at 1-800-233-6264
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Mailing Address:
Office of Charitable and Planned Giving
9480 N. De Mazenod Dr.
Belleville, IL 62223-1160
Legal Title:
Oblate Missionary Society, Inc.

Tax ID:
26-0634043

 

 

 

Gift Annuity Rates
Effective September 1, 2020

AGE RATE AGE RATE AGE RATE
60 3.9 71 4.8 82 7.0
61 4.0 72 4.9 83 7.2
62 4.0 73 5.1 84 7.4
63 4.1 74 5.2 85 7.6
64 4.2 75 5.4 86 7.8
65 4.2 76 5.6 87 8.0
66 4.3 77 5.8 88 8.2
67 4.4 78 6.0 89 8.4
68 4.5 79 6.2 90+ 8.6
69 4.6 80 6.5
70 4.7 81 6.7

Charitable gift annuities not available in all states.

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Gift Calculator

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