Deferred Gift Annuity | The MPI Foundation

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VG_jQuery("#blankets").fadeOut('slow'); VG_jQuery("body").removeClass("overlay-open"); player.pause(); } }); }); </script> <h1 class="vgpage_title pg-page-title">Deferred Gift Annuity</h1> <p class="pg-lede">As a younger donor still in high-earnings years, you are still saving for retirement and also trying to lower your taxable income.</p> <div id="vggiftdiag"> <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.4.1/jquery.min.js"></script> <script src="https://player.vimeo.com/api/player.js"></script> <iframe src="https://player.vimeo.com/video/371877295?autoplay=1&controls=0&muted=1" class="giftvideo" width="640" height="280" frameborder="0" allow="autoplay; fullscreen" allowfullscreen></iframe> <img src="/clients/i/gift/video/dga.png" alt="This diagram represents how to make a gift of a deferred gift annuity - a gift that pays you income." style="display: none; margin-top: 15px;" id="vgdiagram" /> <script type="text/javascript"> var $pg = jQuery; $pg(document).ready(function() { $pg(".vggiftdiag_logo").hide(); var iframe = $pg('#vggiftdiag iframe'); var player = new Vimeo.Player(iframe); player.on('ended', function() { $pg(".giftvideo").hide(); $pg("#vgdiagram").show(); $pg(".vggiftdiag_logo").fadeIn("slow"); }); }); </script> <br /> <img class="vggiftdiag_logo" src="/clients/1173/gift.png" alt="The MPI Foundation logo"> <div class="pg-button-row"> <button class="pg-video-toggle" aria-label="Click to play video which describes a gift from will or trust"> <a id="show_popped2"> Watch & Learn </a> </button> </div> </div><br clear="all" /> <div id="vghowworks"> <h2>How It Works</h2> <ul> <li>You transfer cash or securities. Our minimum gift requirement is <span class="pg-gift-minimum pg-dga-gift-minimum">$10,000</span>.</li> <li>Beginning on a specified date in the future, you, or up to two annuitants you name began to receive fixed annuity payments for life.</li> <li class="vg_dga_age">MPI recommends that you are at least age 40 to fund the gift.</li> <li>The remaining balance passes to MPI when the contract ends.</li> </ul> </div> <div id="vgbenefits"> <h2>Benefits</h2> <ul> <li>Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.</li> <li>You can schedule your annuity payments to begin when you need extra cash flow, such as retirement years.</li> <li>Payments are guaranteed and fixed, regardless of fluctuations in the market.</li> <li>The longer you elect to defer payments, the higher your payment will be.</li> </ul> </div><br clear="all" /> <div id="vggizmos"> <div class="vgcalclink"> <a href="/mpi/articles/76.html">Calculate your fixed income for Deferred Gift Annuity</a>. </div> </div> <div id="vgnext"> <h2>Next</h2> <ul> <li><a href="/deferred-gift-annuity-details" title="Tell Me More About Deferred Gift Annuities">More details on Deferred Gift Annuities</a>.</li> <li><a href="/deferred-gift-annuity-faq" title="FAQs">Frequently asked questions on Deferred Gift Annuities</a>.</li> <li><a href="/contact">Contact us</a> so we can assist you through every step.</li> </ul> </div> <br clear="all" /> </div>  <script async src="https://www.googletagmanager.com/gtag/js?id=G-56YMD72CL7"></script> <script> window.dataLayer = window.dataLayer || []; function gtag() { dataLayer.push(arguments); } gtag('js', new Date()); gtag('config', 'G-56YMD72CL7'); </script> </div> </div> </div> </section> <section class="pg-section pg-has-background-color pg-has-white-background-color pg-has-dark-grey-color pg-page-cards pg-page-cards-sm pg-has-extra-gifts"> <div class="pg-container"> <h2 class="pg-section-title pg-text-align-center pg-has-line-beside"><span>Explore More Gift Options</span></h2> <div class="pg-page-card-outer pg-page-card-cols"> <a class="pg-page-card" href="/charitable-gift-annuity"> <h4 class="pg-page-card-title">Charitable Gift Annuity →</h4> <p>Give a gift of cash or stock, recieve income in return. </p> </a> <a class="pg-page-card" href="/deferred-gift-annuity"> <h4 class="pg-page-card-title">Deferred Gift Annuity →</h4> <p>Younger donors can make a gift and lower taxable income.</p> </a> <a class="pg-page-card" href="/fga"> <h4 class="pg-page-card-title">Flexible Gift Annuity →</h4> <p>More flexibility than a deferred payment gift annuity. </p> </a> <a class="pg-page-card" href="/commuted-payment-gift-annuity"> <h4 class="pg-page-card-title">Commuted Payment Gift Annuity →</h4> <p>Give cash or other assets, get fixed payments for life.</p> </a> <a class="pg-page-card" href="/pooled-income-fund"> <h4 class="pg-page-card-title">Pooled Income Fund →</h4> <p>Offers variable income today, and an opportunity for growth.</p> </a> <a class="pg-page-card" href="/charitable-remainder-unitrust"> <h4 class="pg-page-card-title">Charitable Remainder Unitrust →</h4> <p>Maximum flexibility over gift plan investment, benefits. </p> </a> <a class="pg-page-card" href="/charitable-remainder-annuity-trust"> <h4 class="pg-page-card-title">Charitable Remainder Annuity Trust →</h4> <p>Flexibility to manage your gift; security of stable income.</p> </a> </div> </div> </section> <section class="pg-section pg-has-background-color pg-has-white-background-color pg-has-contact"> <div class="pg-container"> <h2 class="pg-title">Contact Us</h2> <p class="pg-lede">Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.</p> <div class="pg-contact"> <strong>Kevin G. Kirby, Executive Director</strong><br> <a href="mailto:kkirby@mpi.org">kkirby@mpi.org</a><br> 972-702-3008 </div> </div> </section> <section class="pg-section pg-has-background-color pg-has-white-background-color pg-is-footer"> <div class="pg-container"> <div class="pg-footer_mpi"> <p>The gift planning information presented on this Planned Giving website of The MPI Foundation is not offered as legal or tax advice.<br> <a href="/disclaimer" class="pg-disclaimer-link">Read full disclaimer</a><span class="vgsep pg-sep" id="vg_sitemap_sep">|</span><a id="vg_sitemap_link" class="pg-sitemap-link" href="/sitemap">Sitemap</a><span class="vgsep pg-sep">|</span><span class="copy pg-copyright-info"><a href="//www.plannedgiving.com" target="_blank" title="Planned Giving Marketing">Planned Giving Marketing</a> Content © 2024 by <a href="//www.plannedgiving.com" target="_blank" title="Planned Giving Marketing">PlannedGiving.com</a>.</span> </p> </div> </div> </section></main> </div> <footer> <div class="row footer-stripe"> <div class="col-xs-12"> <div class="footer-container"> <div class="footer-section-1"> <div class="footer-logo-container"><img class="img-responsive" src="https://www.mpi.org/Resources/images/mpi-foundation-blue-tm.png"></div> <ul class="footer-social"> <li><a href="https://www.facebook.com/groups/TheMPIFoundation" target="_blank"><span class="icon-facebook2"></span></a></li> </ul> <div class="footer-copyright"> <br /> Phone Toll Free: <a href="tel:8663182743">866-318-2743</a><br /> Member Services: <a href="tel:9727023053">972-702-3053</a><br /> Fax: 972-702-3065<br /> <br /> <span style="font-size: xx-small;">© 2024 Meeting Professionals International, <span class="nobr">All Rights Reserved.</span></span><br /> <a style="color: rgba(74,74,74,.6); font-size: xx-small;" href="https://www.mpi.org/about/privacy">Privacy Policy</a> | <a style="color: rgba(74,74,74,.6); font-size: xx-small;" href="https://www.mpi.org/about/terms">Terms of Service</a> </div> </div> <div class="footer-section-2"> <div class="footer-link-set"> <h5>Who We Are</h5> <ul> <li><a href="https://www.mpi.org/foundation/who-we-are/about-the-mpi-foundation">About the MPI Foundation</a></li> <li><a href="https://www.mpi.org/foundation/who-we-are/meet-kevin-kirby">Meet Kevin Kirby</a></li> <li><a href="https://www.mpi.org/foundation/who-we-are/board-of-trustees">Board of Trustees</a></li> <li><a href="https://www.mpi.org/foundation/who-we-are/contributors">Contributors</a></li> <li><a href="https://www.mpi.org/foundation/who-we-are/contact-us">Contact Us - MPI Foundation</a></li> </ul> </div> <div class="footer-link-set"> <h5>Get Help</h5> <ul> <li><a href="https://www.mpi.org/foundation/get-help/scholarships">Scholarships</a></li> <li><a href="https://www.mpi.org/foundation/get-help/chapter-grants">Chapter Grants</a></li> <li><a href="https://www.mpi.org/foundation/get-help/industry-grants">Industry Grants</a></li> </ul> </div> <div class="footer-link-set"> <h5>Get Involved</h5> <ul> <li><a href="https://www.mpi.org/foundation/get-involved/events-and-auctions">Events & Auctions</a></li> <li><a href="https://www.mpi.org/foundation/get-involved/donate">Donate</a></li> </ul> </div> <div class="footer-link-set"> <h5>Forever Fund</h5> <ul> <li><a href="https://www.mpi.org/foundation/forever-fund/what-is-the-forever-fund">What Is the Forever Fund?</a></li> <li><a href="https://www.mpi.org/foundation/forever-fund/patron-society">Patron Society</a></li> </ul> </div> <div class="footer-link-set"> <h5>Foundation Stories</h5> <ul> <li><a href="https://www.mpi.org/foundation/foundation-stories/read-foundation-stories">Read Foundation Stories</a></li> <li><a href="https://www.mpi.org/foundation/foundation-stories/tell-your-story">Tell Your Story</a></li> </ul> </div> <div class="footer-link-set"> <h5>DONATE</h5> <ul> </ul> </div> </div> </div> </div> </div> </footer> <script type="text/javascript" src="https://www.mpi.org/WebResource.axd?d=NjxTqR2bqTw1rewxxlkHPib3XR3W_bbK0w8wqtardfY6su19yWqNXsxR2tCis_NhmaXo9Z5AyQ_xVQY28hVsp2n-uHWXwzdRJahpvQssGYDdCHEDJNvcwaToHUKAXta0gN1BSNdF-uKB4tXGJSgrdbqBsVssYckR66Sv5vmbcDQlM156OTIEQmwz7_E-8PmvNT5nyfG6LAs8PDGSLshdX8gW-zApVpoC9OLpnxBaJnQ1&t=637502123260000000"> </script> </div> </div> <script src="https://www.mpi.org/Resources/Scripts/jquery.viewablead.min.js"></script> <script type="text/javascript"> $(document).ready(function() { jQuery('div.AdSpeedVisibleAd').setupViewableAd(); }); </script> <script src="/clients/1173/dist/pro/scripts.js"></script> </body> </html>

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