Deferred Gift Annuity

(Is this gift for you?)

A deferred gift annuity is for you if ...

• You are in high earnings years, looking for both income tax savings now and an additional source of revenue when you retire
• You want to make a significant gift to us and receive payments in return
• You want to maximize the payments you receive from your planned gift -- and you want to lower your income tax on those payments
• You want the security of payments that won't fluctuate during your lifetime
• You also appreciate the safety of your payments being a general financial obligation of the institution

For more information

Email us, complete the personal illustration form, or call us at 405-721-4115 so that we can assist you through every step of the process.

The Catholic Foundation
7501 N.W. Expressway
Oklahoma City, OK 73123
405-721-4115 | Fax: 405-721-4114
E-mail: tcasso@catharchdioceseokc.org

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