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Support Audubon >Planned Giving
Deferred Gift Annuity
(Future Planning for Everyone’s Benefit)
How it works
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You transfer cash, stocks or mutual funds to Audubon.
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Audubon makes annuity payments to you (and a second person, such as your spouse, if you wish)for life. Your annuity payments will begin on a mutually agreed upon date in the future which is at least one year from the date of your gift.
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Upon the death of the last annuitant of you (or you and your second annuitant) the remaining principal becomes available to Audubon to fund its conservation programs.
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Benefits
- You receive an immediate income tax deduction for a portion of your gift. Your deduction will be higher than it would be for an immediate payment annuity.
- You can postpone your annuity payments until you need them, such as when you reach retirement or when a grandchild begins his or her college education. You may keep the flexibility of selecting a range of dates on which to begin your payments. With such a flexible arrangement (called a “flexible gift annuity”) you need only give us 90 days notice of when you want your payments to begin.
- The longer you defer your payments, the higher the effective rate you will receive. In the meantime, the principal grows tax-free.
- You can have the satisfaction of making a significant gift now that benefits both you and Audubon later.
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