gifts from a Deferred Gift Annuity

Build retirement earnings by deferring the onset of annuity payments.

How It Works

You transfer cash or securities to AARP Foundation.
Beginning on a specified date in the future (at least one year from date of gift), AARP Foundation begins to pay you, or up to two annuitants you name, fixed annuity payments for life.
The remaining balance passes to AARP Foundation when the contract ends.

Benefits

Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
Annuity payments can be targeted to begin when you need them, such as at retirement or when a grandchild needs help with tuition payments.
The longer you defer payments, the higher the payout rate you will receive.

Note:

The minimum gift requirement is $10,000.
Annuitants must be at least 60 years of age to begin receiving payments.

Calculate your fixed income from a Deferred Gift Annuity.

More details on deferred gift annuity.
Frequently asked questions on deferred gift annuity.
contact the Gift Planning Team so we can assist you through every step.

contact GIFT PLANNING

We can help you create a personalized gift that best suits your needs and goals. Request information

Meet the members of the Gift Planning team and contact them with questions or comments. Contact the Gift Planning team

The material presented on this website illustrates general concepts and ideas in charitable
gift planning, but is not offered as professional estate planning, legal or tax advice.
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