|
|
Deferred Gift Annuity
(Future Planning for
Everyone’s Benefit)
How it works
 |
You transfer cash, securities, or other appreciated property to NSDAR.
|
 |
Beginning on a specified date in the future, NSDAR begins to pay you, or up to two annuitants you name, fixed annuity payments for life.
|
 |
The principal passes to NSDAR when the last beneficiary dies.
|
Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- You can postpone your annuity payments until you need them, such as when you reach retirement or when a grandchild begins his or her college education.
- The longer you defer your payments, the higher the effective rate you will receive. In the meantime, the principal grows tax-free.
- You can have the satisfaction of making a significant gift now that benefits both you and NSDAR later.
| |
|
