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Charitable Gift Annuity

Charitable Gift Annuity

A donor may create a gift annuity by transferring assets such as cash, stocks, bonds and mutual fund shares to Saint Ursula Academy in exchange for a fixed, life-time income. Payments can begin immediately or at a specified future date. Income received by the donor may be partially tax-free. Donors are entitled to income tax deductions based upon the value of gifts and payment terms, and they avoid estate taxes.
This gift type is appealing to older donors seeking a guaranteed, fixed lifetime income.

Contact Us About Planned Giving

To learn more about Saint Ursula Academy and how you can make a difference through planned giving, please contact:

Molly Talbot
Vice President of Advancement
1339 East McMillan Street
Cincinnati, Ohio 45206
Phone (513) 961-3410, ext. 187
Fax (513) 872-7161