Deferred Gift Annuity
(Is this gift for you?)
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.