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Deferred Gift Annuities
(Gift illustration)
How it works
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You transfer cash, securities or other property to Wharton. |
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Beginning on a specified date in the future, Wharton begins to pay you, or up to two annuitants you name, fixed annuity payments for life. |
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The principal passes to Wharton when the contract ends. |
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.
- If you used appreciated securities, your annuity payments may be treated as part capital gain income.
- You have the satisfaction of making a significant gift now that benefits both you and Wharton later.
For more information
Email us, complete the personal illustration form, or call us at 215.898.1638 so that we can assist you through every step of the process.