Establishing a Deferred Charitable Gift Annuity

A Deferred Charitable Gift Annuity (DCGA) offers you the opportunity to claim a charitable deduction in the year of your gift, but receive payments at a later time designated by you. A donor who is at least 50 years old may establish a DCGA of $50,000 or more. Under this plan, the donor can choose a future time to begin annuity payments, such as upon retirement or reaching age 70, but not earlier than age 60.

In addition to a lifelong annuity and an immediate tax deduction, other benefits of funding a charitable annuity include:

Use our Planned Giving Calculator. The calculator is designed to provide you with an illustration of the income and tax benefits to which you may be entitled if you establish a charitable gift annuity. When using the calculator, please select Deferred Charitable Gift Annuity from the “gift type” drop-down menu.

To learn more about the American Association for Cancer Research (AACR) and explore which gift option is best for you, contact us today.

contact information

Kara Gunderman
Toll-free: 844-385-2064
Email: [email protected]

Not available in all states. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.