Deferred Gift Annuity
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A deferred gift annuity is ideal for a younger donor who seeks a current tax deduction and wants to supplement future income, such as planning for retirement. The deferred gift annuity is a simple contract between you and The Trustees of Reservations. In exchange for your irrevocable gift of cash or appreciated securities, The Trustees agree to pay you a fixed payment, beginning at a future date.
Eligibility:
- Minimum Gift: $10,000
- Minimum Age: 50
Benefits:
- The opportunity to make a significant gift to The Trustees;
- Current income tax deduction in year of gift;
- Portion of annuity payment is tax-free;
- Capital gains for appreciated securities are spread over your lifetime;
- Predictable, stable income in the future – guaranteed.
Is a Deferred Gift Annuity right for you?
- Click here to compare the deferred gift annuity to other planned gifts.
- I'm not sure. Contact me so I can learn more about the deferred gift annuity.
- Click here to calculate tax and income benefits from a deferred gift annuity.
The material presented in this web site is not offered as legal or tax advice. Examples of tax benefits and results of various examples shown are based on the stated IRS discount rate and on other assumptions that may not apply to your own particular situation at the time of your gift. Accordingly, you are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.
