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Commercial Annuities

Like retirement plan assets, commercial annuities provide for tax-deferred growth while the owner is living. Because distributions from commercial annuities are subject to income taxes, they are often considered among the best assets to leave to charity. Due to our tax-exempt status, Episcopal Diocese of West Texas can receive your commercial annuity completely tax-free when you name us as beneficiary.


  1. Contact Caroline Mowen at (888) or (210) 824-5387 or for additional information on commercial annuities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Episcopal Diocese of West Texas in your plans, please use our legal name and federal tax ID.

Legal Name: Episcopal Diocese of West Texas
Address: San Antonio, TX
Federal Tax ID Number: 74-1143118

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A charitable bequest is one or two sentences in your will or living trust that leave to Episcopal Diocese of West Texas a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.


"I give to Episcopal Diocese of West Texas, a nonprofit corporation currently located at San Antonio, TX, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled


cannot be changed or cancelled




the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.


a written and properly witnessed legal change to a will


A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Episcopal Diocese of West Texas or other charities. You cannot direct the gifts.










A charitable gift annuity involves a simple contract between you and Episcopal Diocese of West Texas where you agree to make a gift to Episcopal Diocese of West Texas and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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