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Deferred Gift Annuity
Click Here for Detailed
Explanation
How It Works
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You transfer cash,
securities or other property to Eckerd College . |
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Beginning on a specified
date in the future, Eckerd College begins to pay
you, or up to two annuitants you name, fixed annuity payments for
life. |
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The principal passes
to Eckerd College when the contract ends. |
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 Eckerd College later.
More
For more information
If you are considering a deferred gift annuity, email us,
complete the personal illustration form,
or call us at (727) 864-8229 so that we can assist you through
every step of the process.
Judi Schraer
Director of Gift Planning
Eckerd College
4200 54th Avenue South
St. Petersburg, FL 33711
(727) 864-8229
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