DEFERRED GIFT ANNUITY

For younger donors, a deferred gift annuity offers increased income tax benefits. All of the features and benefits of a gift annuity are provided with a deferred gift annuity—but, the actual distribution of the income is delayed until a future date, chosen at the time the gift is created. The longer the time between the creation of a deferred gift annuity and the start of the payments, the greater the rate of return and the larger the income tax charitable deduction.

We encourage you to talk with your professional adviser on what is the best choice for you and your family.  

This information is not intended as tax or legal advice.