Deferred Gift Annuity: The Details
You can make a gift and receive fixed, stable payments for life.
Deferred payments are higher than an immediate payment annuity as well as many securities and CDs. They are ideal to supplement other retirement income.
Is this gift right for you?
A deferred gift annuity may be for you if ...
This version of the charitable gift annuity is especially designed for younger donors. Called the deferred gift annuity, it makes fixed annual payments to you and/or another beneficiary for life, with payments commencing at a future date. Because of the deferral of income payments:
These two features make the deferred gift annuity quite attractive to donors in high-earnings years who are concerned about securing both current tax deductions and additional sources of retirement income.
Use a deferred gift annuity to help plan for retirement
Many donors establish a series of deferred annuities over several years, using funds they had already set aside for retirement saving (but not funds from qualified retirement plans). They set the commencement date for payments from these annuities to coincide with their or their spouse's retirement.
The deferred gift annuity offers the same benefits of simplicity, security, and attractive income deductions that the regular gift annuity provides our donors:
The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.
For more information, please contact:
Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.