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Deferred-Payment Gift Annuity

Deferred-Payment Charitable Gift Annuity Diagram

 How It Works

  1. Transfer cash or other property to one of the charitable foundations that we work with
  2. Receive guaranteed lifetime payments—for up to two annuitants—beginning at a future date of your choosing

 Benefits

  • Guaranteed payments for life that are favorably taxed
  • When gift is funded with cash, part of payment will be tax-free
  • When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for Montclair State

 Next Steps

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