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DEFERRED CHARITABLE GIFT ANNUITIES

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A deferred charitable gift annuity is similar to a charitable gift annuity except that the payments are deferred to a future date. A donor may defer payments to years when income is needed more, such as retirement. The donor obtains a substantial charitable income tax deduction in the year that the gift is made. Because payments are deferred, allowing the principal to grow, the donor enjoys a high payout rate later.

A deferred gift annuity is an excellent way to make a gift and receive a charitable income tax deduction while providing income for the future. Like the charitable gift annuity, the minimum gift amount is $5,000.
Summary of financial benefits:

If you would like to learn more about this giving opportunity, please contact the McLean Development office at 617.855.3571 or by email (McLeanDevelopment@partners.org).
01.2013