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Some Inspiring Examples
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Gift Planning Home
Gift Planning Services
Hon. Robert Boyle Legacy Society
Some Inspiring Examples
STEP 1: EXPLORE
Legacy Planner™
Compare Gift Plans
Goals & Benefits
Giving Wisely
STEP 2: RESEARCH
Gift Plans
Assets You Can Give
Resources
Attorney Information
STEP 3: CONTACT
Contact Us
Request Information
Personal Calculators
Deferred Gift Annuity
How It Works
You transfer cash or securities to William & Mary.
Beginning on a specified date in the future, W & M begins to pay you, or up to two annuitants you name, fixed annuity payments for life.
The remaining balance passes to W & M when the contract ends.
Note:
You must be at least 65 to begin receiving payments.
The minimum gift amount is $25,000.
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.
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Calculate your fixed income for Deferred Gift Annuity
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Frequently asked questions on deferred gift annuity
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Gift Planning Home
Gift Planning Services
Hon. Robert Boyle Legacy Society
Some Inspiring Examples
STEP 1: EXPLORE
Legacy Planner™
Compare Gift Plans
Goals & Benefits
Giving Wisely
STEP 2: RESEARCH
Gift Plans
Assets You Can Give
Resources
Attorney Information
STEP 3: CONTACT
Contact Us
Request Information
Personal Calculators
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