Gift Planning

Deferred Gift Annuities
(Is this gift for you?)

A deferred gift annuity is for you if ...

• You are in high earnings years, looking for both income tax savings now and an additional source of revenue when you retire.
• You want to make a significant gift to us and receive payments in return.
• You want to maximize the payments you receive from your planned gift — and you want to lower your income tax on those payments.
• You want the security of payments that won't fluctuate during your lifetime.
• You also appreciate the safety of your payments being a general financial obligation of the institution.

For more information

Email us, complete the personal illustration form, or call us at (619) 744-3352 so that we can assist you through every step of the process.