Deferred Gift Annuity

  • You make a gift and defer your fixed income payments until a future date.
  • You must be 30 years old to set up and at least 50 to receive payments.
  • This is best for someone looking to meet future financial objectives.
  • Benefits – guaranteed fixed income for life, defer payments until you need them, income tax charitable deduction, no capital gain tax on transfer of assets, recognition at the chapter house in the Heritage Society, and knowing that your assets are making a difference for the chapter.