Main Content

star
Jump to How You Can Help

Deferred Gift Annuity


Click to play video which describes a gift of deferred gift annuity

How It Works

  • You transfer cash or securities. Our minimum gift requirement is $10,000.
  • Beginning on a specified date in the future, you, or up to two annuitants you name began to receive fixed annuity payments for life.
  • WHHA recommends that you are at least age 60 to fund the gift.
  • The remaining balance passes to WHHA 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.


Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.

legacygiving@whha.org
(202) 218-4321