Get Orchard Foundation Application For A Gift Annuity Agreement 2014-2026

Filling out the Orchard Foundation Application For A Gift Annuity Agreement online is a straightforward process designed to facilitate your charitable giving. This guide will provide you with clear, step-by-step instructions to help you navigate through the application effectively.

Follow the steps to complete your application smoothly.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In the first section, specify the amount for your Charitable Gift Annuity. Ensure it is at least $10,000. Choose whether you want a single life, joint life, or survivorship contract.
3. Select your preferred payment frequency: annually, semi-annually, quarterly, or monthly.
4. Provide your personal information. This includes your name, address, city, telephone, email, type of gift, cost basis, state, social security number, fax number, date of birth, and zip code.
5. If applicable, fill out the information for a second person if you are applying for a joint or survivorship contract. Include their name, address, city, telephone, state, social security number, date of birth, and zip code.
6. Indicate your bank account details for payment processing. Provide your bank account number, name of the bank, city, state, and zip code. Attach a voided check to your application.
7. To establish the annuity, submit proof of each annuitant’s date of birth with an acceptable form of identification.
8. Decide which aspect is more important to you: maximizing your charitable deduction or maximizing the tax-free portion of your annuity payments.
9. Specify the ministries to which you would like the remainder of your annuity distributed, including their names and addresses.
10. Complete the Power of Attorney or emergency contact information section with the relevant details.
11. Indicate how you learned about establishing a charitable gift annuity through The Orchard Foundation.
12. Review the notice for Oklahoma residents if applicable, and acknowledge receipt of the disclosure statement from The Orchard Foundation.
13. Sign and date the application. Ensure you provide your signature in the designated spaces.
14. After completing the form, you can save the changes, download the document, print it out, or share it as needed.

Start completing your Orchard Foundation Application For A Gift Annuity Agreement online today!