Charting a Secure Future: A Guide to Flexible Deferred Gift Annuities

Independent LivingA flexible deferred gift annuity gives you the best of both worlds!

You can deduct your charitable gift when you create your annuity and defer the payments until you choose to receive them. Since annuity payments start at a future time, your annuity rate will be higher the longer you defer your payments. Part of each payment may even be tax-free as a return of principal. The combination of partially tax-free payments and tax savings from a charitable deduction make this an attractive plan.

To read more, download the Guide to Flexible Deferred Gift Annuities.

To learn more about charitable gift annuities, please give us a call at (732) 922-9800 or e-mail foundation@umcommunities.org.