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Deferred
Gift Annuity
If you are
under 50 or want to begin receiving your annuity gift payments
at a later date, you can defer the payments to a specified time,
such as your retirement. Making a gift now when your earnings
are high with payments to you to begin in the future is called
a deferred gift annuity. The rates on deferred gift annuities
are determined by the length of deferment and your age when payments
begin. Depending on your age and the number of years you
have deferred payment, rates could be 10 to 30 percent.
For Additional Information
See
chart (coming soon) comparing the features of life income
agreements. To request additional information on life income
agreements or to receive specific examples, call the Office of
Development at 1-800-662-8701 or send e-mail to Office
of Development
4
The information contained herein is intended to provide general
information, not legal or tax advice about a specific situation
or problem. Always consult a lawyer or tax accountant if
you have legal or tax matters which require attention.
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