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Deferred Gift Annuity

DGA Diagram

How It Works

  • You transfer cash or securities to Planned Parenthood Federation of America, Inc.
  • Beginning on a specified date in the future, Planned Parenthood begins to pay you fixed annuity payments for life.
  • The remaining balance passes to Planned Parenthood when the contract ends.

Note:

  • Beneficiaries must be at least 70 at the time of the gift.
  • The minimum gift requirement is $10,000.
  • Our maximum deferral is five years.
  • Deferred gift annuities are issued for one life per contract.

Benefits

  • Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
  • You can target your annuity payments to begin when you need them, such as retirement or when a grandchild needs help with tuition payments.
  • The longer you defer payments, the higher the effective rate you will receive.

Please contact us so that we can assist you through every step of the process.