716-828-9610

780 Ridge Road, Lackawanna, NY 14218

Contact Us Newsletter
  • Charitable Bequest

    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

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  • Charitable Gift Annuity

    You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

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  • IRA Charitable Rollover

    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.

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  • VRS

    Throughout our history, bequests have played an integral role in shaping the future of OLV Charities. Our Victory Remembrance Society honors those individuals and families who have put our organization in their estate plans.

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  • Leadership Society

    Msgr. Robert C. Wurtz, served as pastor of OLV National Shrine & Basilica and Administrator of OLV Organizations for more than 32 years. Like Father Baker, Msgr. Wurtz oversaw the care of tens of thousands of children, families, and pilgrims in need. Enroll in the Msgr. Robert C. Wurtz Leadership Society.

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Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
OLVHOC
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Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Our Lady of Victory Homes of Charity with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Our Lady of Victory Homes of Charity.

  1. You transfer cash or property to Our Lady of Victory Homes of Charity.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

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If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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victory remembrance society

Throughout our history, bequests have played an integral role in shaping the future of OLV Charities. Our Victory Remembrance Society honors those individuals and families who have put our organization in their estate plans.

Learn more