Deferred Gift Annuity
(Is this gift for you?)

Related Links

 · 

Gift illustration

 · 

Complete gift description

 · 

Is this gift for you?

 · 

Gift example

 · 

Charitable gift annuity

 «

Back

A deferred gift annuity is for you if ...

  • You are in high earnings years, looking for both income tax savings now and an additional source of revenue when you retire.
  • You want to make a significant gift to us and receive payments in return.
  • You want to maximize the payments you receive from your planned gift -- and you want to lower your income tax on those payments.
  • You want the security of payments that won't fluctuate during your lifetime.
  • You also appreciate the safety of your payments being a general financial obligation of the institution.

For more information

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.





The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.