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Deferred Gift Annuity

DGA Diagram

How It Works

  • You transfer cash or securities to Audubon.
  • Beginning on a specified date in the future, Audubon begins payments to you, or up to two annuitants you name; the annuity payments are, fixed for life.
  • The remaining balance passes to Audubon when the contract ends.

Note:

  • You must be at least 65 to begin receiving payments.
  • The minimum gift requirement is $10,000.

Benefits

  • Deferral of payments permits a higher annuity rate and generates 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.

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Office of Gift Planning
National Audubon Society
225 Varick Street, 7th Floor
New York, NY 10014
212-979-3033
plannedgifts@audubon.org