Fundraiser’s Action & Procedure Plan
Diocesan fundraisers will find materials and resources on this page to assist in the implementation of the Catholic Gift Annuity program provided in partnership with Catholic Church Extension Society. Click the sections below to find information, downloadable resources and more.

Step 1: Getting Started
Includes:
• Catholic Gift Annuity Overview (PDF)
• Introducing Catholic Gift Annuity Presentation (PDF)
• Fundraising Action and Procedure (PDF)
• Memorandum of Understanding – Diocese (PDF)
• Memorandum of Understanding – Foundation (PDF)
• FAQ (PDF)
• Participating Diocese Listing (PDF)
• State Registrations (PDF)
Step 2: Creating Awareness
Includes:
• Rate Illustration Handout (Word Document) (Use a non-Chrome browser to download)
• CGA Ad Template (PDF)
• Standard Tri Fold Brochure (PDF)
• Instructions on Customizing Marketing Material and Examples (PDF)
• Promotional Resources and Examples (PDF)
• Widget- Links to Catholic Gift Annuity Website (ZIP)
• New CGA Payout Rates (PDF)
• Bulletin Announcements, New (PDF)
• Sample Letter From Bishop (PDF)
• Sample letter to diocesan priests – Catholic Gift Annuity Program (PDF)
• Disclosure Statement (PDF)
Step 3: Working with Donors
Includes:
• FAQ (PDF)
• Rates (PDF)
• Gift Calculator (Link)
• Disclosure Statement (PDF)
• Illustration Immediate One Life Example (PDF)
• Illustration Two Lives Example (PDF)
• Illustration Deferred Annuity Example (PDF)
• Application (PDF)
• IRS W-9 (PDF)
• Stock Donation Instructions (PDF)
Step 4: Establishing the Annuity Contract
Includes:
• Instructions on Establishing an Annuity Contract (PDF)
• Immediate One Life Contract Example (PDF)
• Two Lives Contract Example (PDF)
• Deferred Annuity Contract Example (PDF)
Step 5: Post Donation Administration and Reporting
Includes:
• Donor Bank and Tax Mailings Samples (PDF)
• Donor Address Change Form (PDF)
• Donor Direct Deposit Form (PDF)
• Diocese Reporting (PDF)
• Termination Process (PDF)
Additional Resources
Includes:
• FAQ (PDF)
• Disclosure Statement (PDF)
• Widget (ZIP)
• Participating Diocese Listing (PDF)
• State Registrations (PDF)
If you have any questions, please feel free to email Tom Riordan or call 831-645-2827.