PLANNED GIVING
Deferred Gift Annuity
(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 (860) 945-5923 so that we can assist you through every step of the process.
Christopher R. Latham
Director of Development
ChrisLatham@TaftSchool.org
Chip Spencer ‘56
Planned Giving Consultant
ChipSpencer@TaftSchool.org
The Taft School
110 Woodbury Road
Watertown, CT 06795-2100
(860) 945-5923 | Fax: (860) 945-7756
Planned Giving content and Legacy Planner® copyrighted © 2009 VirtualGiving.
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