Make a Charitable Gift Annuity to Valley of the Sacred Heart

One of the best advantages for a donor who creates a charitable gift annuity for Valley of the Sacred Heart is the ability to receive fixed, reliable lifetime income while also supporting a mission they care deeply about. A charitable gift annuity provides you with steady payments—often at attractive rates—regardless of market fluctuations, giving you financial security and peace of mind. At the same time, you receive an immediate charitable income tax deduction and the satisfaction of knowing that, after your lifetime, the remaining funds will help Valley of the Sacred Heart continue its important work. This combination of personal financial benefit and meaningful impact makes a charitable gift annuity a powerful way to give.

• Immediate Charitable Gift Annuity
  Payments to the donor begin right away (typically within one year of the gift). This is ideal for donors who want to start receiving income soon.

• Deferred Charitable Gift Annuity
  Payments begin at a future date chosen by the donor. This option often provides higher payout rates and is useful for retirement planning.

• Flexible (or Flex) Deferred Gift Annuity
  Similar to a deferred annuity, but donors can choose from a range of future start dates. This offers maximum flexibility if someone isn’t sure exactly when they’ll need the income.

• Two-Life (Joint and Survivor) Gift Annuity
  Provides income payments for the lifetimes of two individuals—commonly spouses. Payments continue as long as either person is living.

• Gift Annuity for a Single Life
  Provides income payments for the lifetime of one donor or beneficiary. This can be structured to benefit the donor or another person they designate.

• Gift Annuity Funded with Appreciated Assets
  Allows donors to fund an annuity with appreciated securities or real estate (when accepted), potentially reducing capital gains exposure while supporting the school.

A charitable gift annuity offers you dependable, fixed income for life—providing financial security, an immediate charitable tax deduction, and payments that stay steady no matter how the markets change. After your lifetime, the remaining funds support the mission of Valley of the Sacred Heart, allowing your generosity to make a lasting impact.

Next Steps:

1. Contact Chris Simpson at 530-574-0804 or csimpson@cavsh.org to discuss the possibility of setting up a charitable gift annuity to VSH.

2. Seek the advice of your financial or legal advisor to make sure this gift fits your goals.

3. If you include VSH in your plans, please use our legal name and federal tax ID.

Legal Name: Valley of the Sacred Heart
Address: 210 Peters Ave., Dixon, CA 95620
Federal Tax ID Number: 88-2629532