Your One-Click Solution for Charitable gift annuities

 

1.  Request an Illustration.  Your illustration will be returned to you with 2 business days.


2.  Review the illustration and all disclosure material with your personal financial, tax, and legal professionals.


3.  If you wish to complete your gift, contact CGA America to receive appropriate transfer and delivery instructions and your final charitable gift annuity documents.


4.  "One Click" with your DocuSign signature and then provide us with the following information: 

  • Social Security Number
  • Cost Basis Information (if non cash gift)
  • ACH Information (if you wish to have your annuity payments direct deposited.)  

6750 N. Andrews Ave., Suite 200,

Fort Lauderdale, FL 33309

Phone:             954.489.2772

Fax:                 954.489.2772

email: tdieters@thomasmitchellassociates.com

4 Easy Steps to Make your gift

get started!  REQUEST Your Customized ILLUSTRATION                                 * indicates required field