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Deferred Gift Annuity: FAQs

How can this gift enhance my retirement savings?

May I choose the start date for my annuity payments?

Is it better to use gifts of cash or stock for my deferred gift annuity?

Can I include my children as income beneficiaries of my gift annuity?

A charitable gift annuity can only be set up for one or two lives. This is typically a husband and wife, but it could be two siblings, or two friends, etc. For more flexible beneficiary choices, you could consider a charitable annuity trust or a charitable unitrust.


  • More detail on gifts of stock and deferred gift annuity.
  • Contact us so we can assist you through every step.