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Planned and Deferred Gifts

 

Charitable Gift Annuity

Click Here for Detailed Explanation



How It Works

You transfer cash or securities to the Delco Memorial Foundation.

The Foundation pays you, or up to two annuitants you name, fixed income for life.

The principal passes to the Foundation when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of the Foundation.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and the Foundation later.

More


For more information

If you are considering a charitable gift annuity, email us, complete the personal illustration form, or call us at (610) 284-8532 so that we can assist you through every step of the process.


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Delco Memorial Foundation Planned Giving
 

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