Life is full of competing priorities. Often the things we want to do don't coordinate with what we know we need to do. If you are in or approaching retirement, you know that one priority is making sure you have enough income. Yet, you may also want to continue your support of favorite charities. Saving and charitable giving don’t have to be competing priorities. Enter the Dartmouth Health and/or Geisel School of Medicine at Dartmouth charitable gift annuity!
RETIREMENT INCOME AND SUPPORT FOR Dartmouth Health and/or Geisel School of Medicine at Dartmouth
The benefits of a life income gift
Financial security and support for Dartmouth Health and/or Geisel School of Medicine at Dartmouth
The benefits of establishing a charitable gift annuity
A charitable gift annuity is simple. You make a gift to Dartmouth Health and/or Geisel School of Medicine at Dartmouth of cash or appreciated securities, and Dartmouth Health and/or Geisel School of Medicine at Dartmouth agrees to pay up to two individuals a fixed income for life. The payments never fluctuate and are not affected by changes in the economy or financial markets. Dartmouth Health and/or Geisel School of Medicine at Dartmouth will give you a simple agreement for your records. Then just wait for the payments. In return for your gift, you will get an income tax charitable deduction for a portion of your gift. In almost every case some of your annuity payments will be partially tax-free for a time.
How to establish a charitable gift annuity with Dartmouth Health and/or Geisel School of Medicine at Dartmouth.
Once you decide to move forward to establish a charitable gift annuity with Dartmouth Health and/or Geisel School of Medicine at Dartmouth, here is the process. We will guide you every step of the way.
- Contact the Planned Giving office to ensure that the age(s) of the annuitant(s) meet the gift annuity policies at Dartmouth Health and/or Geisel School of Medicine at Dartmouth.
- If you have not received a financial illustration for the gift you are considering, request the illustration from the Planned Giving office.
- You'll need to sign and return the Charitable Gift Annuity Agreement to the Planned Giving office.
Your priorities accomplished!
- You will have provided for additional income.
- You will have protected some of your assets from market downturns in exchange for safe income.
- You will have made a significant gift to Dartmouth Health and/or Geisel School of Medicine at Dartmouth.