Welcome to Gift Planning

Susan Warshany
Director of Gift Planning


Charitable Gift Annuity—Immediate Payment




How It Works

  1. Transfer cash or other property to Saint Rose
  2. Saint Rose guarantees to make lifetime payments for up to two annuitants



  • Guaranteed payments for life that are favorably taxed 
    1.  When gift is funded with cash, part of payment will be tax-free
    2.  When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for Saint Rose

Next Steps


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