Deferred gift annuities are similar to charitable gift annuities, except that the payout is not immediate. Rather, deferred gift annuities designate payments to start at a later date and at a higher rate. Carroll College receives the gift today and invests it for years, while you receive a current tax deduction. The donor does not receive the payments until retirement. A gift annuity or deferred gift annuity may be established with a minimum gift of $5,000.
Features and Benefits
Deferred Gift Annuity Example
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Features and Benefits
- Fixed payout offers a guaranteed income
- Attractive rate of return
- Can help diversify or increase yield on appreciated assets
- Immediate tax deduction
- Avoid capital gains taxes
- Estate tax and probate savings
- Trust is professionally managed
- Membership in the John Adams Savage Society
Contact Marc R. Barbeau, senior advancement officer for gift planning and estate services, Carroll College, 100 N. East Ave., Waukesha, WI 53186, (262) 524-7241 or mbarbeau@cc.edu.
The information on this web site is not intended as legal advice. For advice and assistance in specific situations, the services of a professional advisor should be obtained.
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