Deferred Gift Annuity
How It Works
- You transfer cash or securities. Our minimum gift requirement is $5,000.
- Beginning on a specified date in the future, you, or up to two annuitants you name began to receive fixed annuity payments for life.
- Catholic Charities of Los Angeles recommends that you are at least age 40 to fund the gift.
- The remaining balance passes to Catholic Charities of Los Angeles when the contract ends.
Benefits
- Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
- You can schedule your annuity payments to begin when you need extra cash flow, such as retirement years.
- Payments are guaranteed and fixed, regardless of fluctuations in the market.
- The longer you elect to defer payments, the higher your payment will be.
Next
- More details on Deferred Gift Annuities.
- Frequently asked questions on Deferred Gift Annuities.
- Contact us so we can assist you through every step.
Sign Up To Receive Our Newsletter
1531 James M. Wood Blvd.
P.O. Box 15095, Los Angeles, CA 90015
(213) 251-3400 | info@CatholicCharitiesLA.org
©2021 All Rights Reserved. Catholic Charities of Los Angeles, Inc.
Catholic Charities of Los Angeles, Inc. is a 501(c)(3) nonprofit, public benefit corporation accredited by the Council on Accreditation.