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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Help Charitable Remainder Annuity Trust
One Life Two Lives
Click the appropriate button for a One-Life or Two-Life presentation. Selecting One Life will cause the Second Person and the associated name and age fields to be hidden from view for that run.
Enter the date of the gift. Example: Mo/Day/Yr, 7/14/2000. If you enter an invalid date, such as a letter or blank, the system will default to the current date.
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
Enter the name of the person. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", "Sr.", etc. For the remainder unitrust the first person is the first income recipient or beneficiary of the agreement.
You may enter the age of the person instead of the birth date. However, if the birth date is known, click on the calendar icon and choose your birth date. Since ages are to be rounded up if the gift date is within 6 months of the next birth date, entering the birth date is the most accurate method.
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Monthly Quarterly Semiannual Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
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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