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Deferred Gift Annuity
How it works
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You make a gift of cash or marketable securities to Notre Dame. |
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Beginning at age 65, you or up to two individuals you name receive fixed payments for life. |
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The remainder will be used by Notre Dame as directed by you. |
Benefits
- Deferral of payments permits a higher annuity rate and qualifies you for 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.
- You have the satisfaction of making a significant gift now that benefits both you and Notre Dame later.
For more information
Email us, complete the personal illustration form, or call us at (574) 631-5776 so that we can assist you through every step of the process.
