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Frequently Asked Questions


Am I liable for capital gain taxes on securities used to pay for a Gift Annuity?

Since a portion of your Gift Annuity is considered a return of investment, you are liable for capital gain taxes on that portion.

The capital gains is spread over your life expectancy rather than one lump sum gain.

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Divine Word Charitable Gift Annuity (SVD Funds, Inc.)
1985 Waukegan Road, Techny, Illinois 60082-6067
Phone: (800) 461-3064
Email: annuity@uscsvd.org