Deferred Gift Annuity: The Details

Is this gift right for you?

A deferred gift annuity is for you if…

Note: If you're 65 or over, you may want to consider a charitable gift annuity.

This version of the charitable gift annuity is especially designed for younger donors. Called the deferred gift annuity, it makes fixed annual payments to you and/or another beneficiary for life, with payments commencing at a future date. Because of the deferral of payments:

These two features make the deferred gift annuity quite attractive to donors in high-earnings years who are concerned about securing both current tax deductions and additional sources of retirement cash flow.

Use a deferred gift annuity to help plan for retirement

Many donors establish a series of deferred gift annuities over several years, using funds they had already set aside for retirement saving. They set the commencement date for payments from these annuities to coincide with their or their spouse's retirement.

Planning points

The deferred gift annuity offers the same benefits of simplicity, security, and attractive income deductions that the regular gift annuity provides our donors:

Note: If you're 65 or over, you may want to consider a charitable gift annuity.

Please contact us so that we can assist you through every step of the process.

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