Tip of the Day
"I can't make a gift to Wharton — I'm saving for retirement."
We offer a gift plan that can help you do both.
The deferred gift annuity begins lifetime payments when you want them — and most donors choose retirement as the starting point.
- The deferral allows us to offer you a higher payment rate than we can for immediate-payment gift annuities, and
- it generates a larger charitable deduction.
These features make the deferred gift annuity an attractive option for donors in high-earnings years, looking for a significant tax deduction now and an additional source of retirement income later.
Read more..., Email us, or contact us at 215.898.1638.