Deferred Gift Annuity

Deferred Gift Annuity

DGA Diagram

How It Works

  • You transfer cash or securities to University of San Francisco. Our suggested minimum gift requirement is $10,000.
  • Beginning on a specified date in the future, University of San Francisco begins to pay you, or up to two annuitants you name, fixed annuity payments for life.
  • Beneficiaries are recommended to be at least 65 to begin receiving payments and must be at least 55 to fund the gift.
  • The remaining balance passes to University of San Francisco when the contract ends.

Benefits

  • Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
  • You can schedule your annuity payments to begin when you need extra cash flow, such as retirement years.
  • Payments are guaranteed and fixed, regardless of fluctuations in the market.
  • The longer you elect to defer payments, the higher your payment will be.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 PlannedGiving.com

We provide this information to illustrate the potential financial benefits of supporting USF. These illustrations should not be viewed as legal, accounting or other professional advice. We encourage our alumni and friends to consult with their own legal and tax advisors before completing a gift.