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Deferred Gift Annuity

Deferred Gift Annuity
Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, as the stock increased in value to $100,000 within three years. Though they were not in need of additional income at the time, the couple decided to cash in on this growth.

Allison: We had a good year last year and we were looking for ways to maximize our deductions and reduce what we owed in taxes. At the same time, we were considering the best way to make a gift to our favorite charity.

Larry: We are both in good health. We are still working, so we don't need extra income right now, and retirement is still probably more than 10 to 15 years away. We were looking at smart ways to save for retirement. Our retirement goal is to live comfortably and travel the country in our motorhome to visit friends and family.

Allison: We met with a gift planner from our favorite charity. He explained the benefits of setting up a deferred gift annuity. He told us that we could give our stock to charity instead of selling it and receive an immediate charitable tax deduction. Plus, when we turn 65, the deferred gift annuity would make annual retirement payments to us for the rest of our lives.

Larry: We set up the deferred gift annuity and experienced the benefits Allison mentioned. We received a generous charitable tax deduction that produced immediate tax savings. When we retire, we can look forward to the annuity payment each year that will make our retirement travel possible. On top of all of this, the deferred gift annuity makes a portion of the income payments we receive tax-free.

Is a deferred gift annuity right for you?


If you are interested in a charitable gift annuity but don't have a present need for the annuity payout, a deferred charitable gift annuity could be the right gift for you. When you fund the annuity, you can decide when you want to begin receiving the payments.

Contact us if you would like to learn more about deferred annuities and how this gift could help you.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view a color example of your benefits.

For California Residents: THIS IS NOT LEGAL ADVICE. ANY PROSPECTIVE DONOR SHOULD SEEK THE ADVICE OF A QAULIFIED ESTATE AND/OR TAX PROFESSIONAL TO DETERMINE THE CONSEQUENCES OF HIS OR HER GIFT. "Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. For Oklahoma Residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. For South Dakota Residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance


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