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Charitable Gift Annuity

If you are 65 years or older, have a desire to create a legacy at Conestoga’s, but still need the income from your assets, it may make sense to incorporate a charitable gift annuity as part of your estate plan. A charitable gift annuity can allow you to give a gift, save tax, and increase your income. When you establish a charitable gift annuity, you secure a guaranteed stream of income for life while also providing important support for Conestoga.

How it works

The benefits to you

Creating your Legacy with a Charitable Gift Annuity

To ensure that your particular needs are met and that your wishes are honored, you should consult legal and/or financial advisors. At the same time, you should also contact Conestoga’s Development Office to let us know about your intentions. Not only can we assist you in making sure things move smoothly, we also need to verify how you would like the proceeds from your charitable gift annuity put to use. You may, for example, want to create a permanent endowment fund in your name, or in the name of a loved one, and direct the income to a school, program or research area of your choice. You can also direct your annuity where it is needed most. It is also important for us to know whether you wish to be recognized for your contribution or prefer to remain anonymous. Please feel confident that any request for anonymity will be strictly observed.

Statement of Intent

If you have made arrangements to make a legacy gift to Conestoga, we request that you send us a completed Statement of Intent (pdf) form so that we may ensure proper administration of your gift.

More Information

Please contact us for more information about establishing a Charitable Gift Annuity at Conestoga.

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