Charitable Gift Annuity (CGA) application and disclosure form
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Considering a charitable gift annuity? This sample application and disclosure form gives you a preview of the information, decisions, and disclosures involved in establishing a CGA with NCF.
The sample includes details such as:
- Ways a CGA may be funded
- Immediate, deferred, and flexible payment options
- Information needed for donors and annuitants
- Important disclosures about how the arrangement works
This document is provided for illustration only and is not intended to be completed or submitted as an application.
If you’re ready to explore a charitable gift annuity, connect with your local NCF team. They can help you consider whether a CGA fits your goals, walk you through your options, and provide the appropriate application and disclosure documents when you’re ready to proceed.