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.

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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.