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Maintenance of Records: We retain and are responsible for the safekeeping of all Gift Annuity (“GA”) records including information about donor contributions, payments to annuitants, annuity agreements, GA investments and other related financial records of the gift annuity program.

Preparation of Tax Forms: We prepare all applicable federal Forms 1099-R and 1096 for the Charity’s gift annuitants by the required filing dates.

Gift Annuity Payments: We assist in making timely GA payments to the annuitants.

Charitable Deduction Calculations and Gift Receipts: Upon gift to the GA, we prepare a charitable deduction calculation and gift receipt letter for each donor.


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