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. The Bethel Foundation of Oshkosh receives the gift today and invests it for years, while you receive a current tax deduction. You do not receive the payments until retirement. A gift annuity or deferred gift annuity may be established with a minimum gift of $1,000.
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 gain taxes
- Estate tax and probate savings
- Membership in the Heritage Society
The information on this website is not intended as legal advice.
For advice and assistance in specific situations, the services of a professional advisor should be obtained