Deferred Gift Annuity: FAQs | The MPI Foundation

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class="pg-icon-right" d="M11.854,19.707,17.561,14,11.854,8.293,10.439,9.707,14.733,14,10.44,18.293Z" /> </svg> </span><a href="/personal-planning">Personal Planning</a> <ul> <li class=""><a href="/plan-a-gift">Plan-a-Gift</a></li> <li class=""><a href="/for-professional-advisors">For Professional Advisors</a></li> <li class=""><a href="/estate-planning-section">Estate Planning Section</a></li> <li class=""><a href="/will-planning-wizard">Will Planning Wizard</a></li> <li class=""><a href="/personal-calculators">Personal Calculators</a></li> <li class=""><a href="/calculators">Planned Giving Calculator</a></li> <li class=""><a href="/faqs">FAQs</a></li> </ul> </li> </ul> </li> </ul> </aside> <div class="pg-main-content pg-column pg-is-9"> <div id="vgbody" class="vg_translate pg-body pg-article vgpid_66 pg-pid-66 pg-eid-1173 pg-page-default"> <h1 class="vgpage_title pg-page-title">Deferred Gift Annuity: FAQs</h1> <div id="vgsubqa"> <p><a class="pg-faq-toggle" href="javascript:swapLayers('slide1');changeStatus('1');"><img class="openhide" src="/clients/i/open.gif" border="0" alt="" />How can this gift enhance my retirement savings?<span class="hideOffScreen" id="layerStatus1">Layer Closed</span></a></p><div id="slide1" class="vgslide"><p>A Deferred Gift Annuity provides lifetime annuity payments commencing at a future date.  Because of this deferral, payments from deferred gift annuities are higher than from annuities whose payments begin immediately, and donors usually receive a larger charitable deduction than they would for an immediate-payment annuity.  Many donors use deferred gift annuities as a source of supplemental retirement income.  They often create their annuity with funds they had already set aside for retirement savings, and set their anticipated retirement as the date to begin receiving payments.  An attractive option is to establish a series of deferred gift annuities over several years, all scheduled to begin payments upon the donor's retirement.</p></div> <p><a class="pg-faq-toggle" href="javascript:swapLayers('slide2');changeStatus('2');"><img class="openhide" src="/clients/i/open.gif" border="0" alt="" />May I choose the start date for my annuity payments?<span class="hideOffScreen" id="layerStatus2">Layer Closed</span></a></p><div id="slide2" class="vgslide"><p>Yes, you may. Choose whatever date makes sense to you. And remember this: the longer you wait, the larger your payments will be.</p></div> <p><a class="pg-faq-toggle" href="javascript:swapLayers('slide4');changeStatus('4');"><img class="openhide" src="/clients/i/open.gif" border="0" alt="" />Is it better to use gifts of cash or stock for my deferred gift annuity?<span class="hideOffScreen" id="layerStatus4">Layer Closed</span></a></p><div id="slide4" class="vgslide"><p>One is not necessarily better than the other. Both have distinct advantages. A gift of cash will produce a larger tax-free portion of the annuity. A gift of stock will reduce the donor’s capital gain tax. Both assets produce an equal annuity rate and charitable income tax deduction.</p></div> <p><a class="pg-faq-toggle" href="javascript:swapLayers('slide3');changeStatus('3');"><img class="openhide" src="/clients/i/open.gif" border="0" alt="" />Do I need to choose the start date for annuity payments now?<span class="hideOffScreen" id="layerStatus3">Layer Closed</span></a></p><div id="slide3" class="vgslide"><p>With the flexible start date option, you can set a number of years as a target range to begin receiving payments. Then you can wait to choose your payment start date until you're ready. Because your annuity rate will be determined by your age and the number of years you wait to receive the first payment, your lifelong income payment rate will increase each year you decide to delay your first payment. </p> <p>Consider a <a href="/deferred-gift-annuity">flexible gift annuity</a>.</p> </div> </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</a> on Deferred Gift Annuities.</li><li><a href="/contact">Contact us</a> so we can assist you through every step.</li> </ul> </div> <br clear="all"> <h3><img class="vgicon" src="/clients/i/back.gif" alt="" align="left" /><a href="/mpi/articles/19.html">Back</a></h3> <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. 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