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Deferred Gift Annuity

DGA Diagram

How It Works

  • You transfer cash or securities to Anti-Defamation League Foundation.
  • Beginning on a specified date in the future, ADLF begins to pay you, or up to two annuitants you name, fixed annuity payments for life.
  • The remaining balance passes to ADLF when the contract ends.

Note:

  • You must be at least 55 to begin receiving payments.
  • Contact us to learn about the minimum gift requirement.

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.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers


How can this gift enhance my retirement savings?

May I choose the start date for my annuity payments?

Is it better to use gifts of cash or stock for my deferred gift annuity?



Compare Gift Plans Goals & Benefits Glossary Request Information

The professionals at our Department of National Planned Giving, Legacy and Endowments will be happy to discuss your interests, concerns and financial options, and work personally with you and/or your legal and financial advisors to create a plan that meets your needs and supports the Anti-Defamation League Foundation.

For more information, please contact:

Director of National Planned Giving, Legacy and Endowments
Anti-Defamation League Foundation (ADLF)
605 Third Avenue
New York, NY 10158
plannedgiving@adl.org
1-888-235-9710

This information is provided for educational purposes. The Anti-Defamation League Foundation and ADL are not financial, legal or tax advisors. Please contact your advisors regarding your financial, legal or tax needs.