Deferred Gift Annuity
What?
- Provides lifetime deferred income to donor, and deferred gift to TRGT
Why?
- Provides fixed lifetime income
- Defer income until you want it
- No capital gains tax
- Income tax deduction
- Possible estate tax savings
- Provides TRGT with assured income to fund land conservation projects
Who?
- Minimum age of 30 to establish, and 50 to receive payments and qualify for tax deduction
Contact Us for Additional Information | Back to Join the Circle of Conservators
For informational purposes only, and is not intended to be tax or legal advice. Prior to making a gift to TRGT, please consult a qualified financial advisor.
