Message Sent
Thank you for your inquiry. We will respond to you as soon as possible.

Confirm Message Sent
e-newsletter
Thank you for your interest in our e-newsletter. Our records indicate that you are already receiving our e-newsletter. If you have any further questions please contact us.

Email in Records
e-newsletter Preferences
Your e-newsletter settings have been saved.

Preferences Saved
  • Home
  • Who We Are
  • What We Do
  • How to Help
    • Donate Now
    • Volunteer Opportunities
  • News & Events
  • Donate Now

Gift Planning Menu

  • Giving Home
  • How to Give
  • What to Give
  • Learn About Wills
    • Overview
    • Bequest Language
    • Wills Planner
    • Free Estate Planning Guide
  • Donor Stories
  • Calculators
  • The Longevity Fund
  • Learn about Legacy Society
  • Contact Us
  • Free Estate Planning Guide
Learn more about
leaving a Will.

For many of us, there is a compelling need to make a difference—to leave a lasting impact on the people most dear to us and the world in which we live. The search for significance and desire to plan for the future leads many to ponder their legacy. Please contact us to learn how you can make a lasting impact. Download your FREE Estate Planning Guide and start planning today.

Planned Giving

Gift Planning Menu

  • Giving Home
  • How to Give
  • What to Give
  • Learn About Wills
    • Overview
    • Bequest Language
    • Wills Planner
    • Free Estate Planning Guide
  • Donor Stories
  • Calculators
  • The Longevity Fund
  • Learn about Legacy Society
  • Contact Us
  • Free Estate Planning Guide
Text Resize

You are at: Planned Giving > Gift Options > Donor Stories

Print This
Email This
Request Illustration
Calculate Plan
Download Brochure

Flexible Deferred Gift Annuity

Flexible Deferred Gift Annuity
Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.

Luis and his spouse, Maria, sold a vacation home earlier this year and are looking for a way to offset the capital gains tax owed from the sale. Luis enjoys the challenge and responsibility of his job and is not quite ready to retire. But, he is looking at planning options for retirement.

Maria: We needed a charitable deduction to avoid paying the taxes we owed from the sale of our second home. While Luis invested his energies at work, I spent years volunteering with our favorite charity and wanted to find a way to make a special gift to help further its work this year.

Luis: Maria and I were both in good health, and I still enjoyed working. We were living comfortably on my current salary but were looking for ways to plan for retirement. I wasn't quite certain when I would retire, so we wanted to find an option that would let me be flexible with my retirement date.

Maria: A gift planner from our favorite charity told us that a flexible deferred gift annuity would help us meet our goals. Instead of selling our appreciated stock and paying high capital gains tax, we could give it to them and receive an immediate charitable tax deduction to offset our current tax bill. The flexible deferred gift annuity would permit us to elect to begin taking payments for life when Luis was ready to retire.

Luis: We decided to set up the flexible deferred gift annuity. We received a charitable tax deduction in the year that the gift was made and experienced immediate tax savings. When I am ready to retire, we will contact our favorite charity to begin payments, giving me the flexibility to continue working as long as I would like. In addition, the flexible deferred gift annuity makes it possible for us to receive a large portion of each payment tax-free, and this is an attractive benefit!

Is a flexible deferred gift annuity right for you?


If you are interested in a charitable gift annuity but don't have a present need for the annuity payout, a flexible deferred annuity could be the right gift for you. You decide when you want to begin receiving the annuity payout. The longer you defer the payments, the higher the payout.

Contact us if you would like to learn more about flexible deferred annuities and how this gift could help you.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your gift annuity benefits may be different, you may want to click here to view an example of your benefits.


Print This
Email This
Request Illustration
Calculate Plan
Download Brochure
scriptsknown

Let us help you
with your gift plans

  • I need more information about ways to give
  • I already know how I would like to give

About Us

  • Mission & History
  • Board of Directors & Staff
  • Testimonials
  • FAQ & Resources
  • Visual Tour
  • Directions and Map
  • Careers
  • Contact Us

How To Help

  • Wide Appeal for Sustainability
  • Financial Contributions
  • Impact of Gifts
  • Planned Giving
  • Volunteer Opportunities
  • Donate Now

Resources

  • Blog Archives
  • Join our Mailing List
  • Frequently Asked Questions & Resources
  • What Is Christian Science Nursing?
  • Policies
  • Documents & Forms
  • Legal Information / Privacy Policy

Follow Us On Social

© Copyright 2025 Crescendo Interactive, Inc. All Rights Reserved.
PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.