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It takes time and effort to create an effective plan for the future. We would like to help you by creating a personal profile of the gift type that might best suit your needs and goals. In the meantime, feel free to contact us with any questions. (* Indicates a required field)

I'm not sure which gift plan works best for me. Please contact me.

I want to explore gifts that provide income to me and/or my beneficiaries. Specifically, I am interested in the following gift plan(s):

Charitable Bargain Sale

Charitable Gift Annuity

Deferred Gift Annuity

Retained Life Estate

Charitable Remainder Unitrust

Charitable Remainder Annuity Trust

Charitable Lead Trusts

I want to explore:

Making a gift of Appreciated Securities

How to make a Bequest

Ways to give Real Estate

Making a gift of Retirement Plan Assets in my estate or during my lifetime

Making a gift with Life Insurance

Gifts of Partnership Interests, Closely-Held Stock, or other Tangible Personal Property

Gift Amount :

Type of asset:

Date of birth of income beneficiaries (if applicable):

Beneficiary #1

Beneficiary #2 (For charitable remainder trusts, more than two beneficiaries may be designated)

Please send my personal gift proposal by:

Regular mail Fax Email Phone


Other Comments

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Development and Stewardship Office
Roman Catholic Diocese of Albany
40 North Main Avenue
Albany, NY 12203
518-453-6676 | Fax:
E-mail: nicole.pezzulo@rcda.org


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