SECURING YOUR FINANCIAL FUTURE – AND OURS
THE BENEFITS OF A DEFERRED CHARITABLE GIFT ANNUITY
Support Dartmouth Health and/or Geisel School of Medicine at Dartmouth now, increase your future income in retirement

If you are starting to think about retirement, one of the financial realities is that you will no longer have a steady income from employment once you retire. Financial advisors encourage clients to identify other sources of income to replace a steady paycheck. While you understand you need to commit more of your current resources to retirement income planning, you may also want to continue your support of favorite charities. You can do both. A deferred payment charitable gift annuity enables you to make a gift now to Dartmouth Health and/or Geisel School of Medicine at Dartmouth, receive a charitable deduction to reduce current income taxes if you itemize, and to have an additional source of income when you choose to retire.

The benefits of deferring charitable gift annuity income payments

Establishing a deferred payment 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 beginning on a date you choose. You can set a firm date for payments

to begin when you establish the annuity, or you can decide at a future date when you want the payments to begin. The longer you defer the start of payments the more annual income you will receive. Once the payments begin, they never fluctuate and will not be 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. In return for your gift, you will get an income tax charitable deduction for a portion of your gift which will save you taxes if you itemize. In almost every case, your annuity payments will be partially tax-free for a time. Two priorities accomplished – additional retirement income and generous support for Dartmouth Health and/or Geisel School of Medicine at Dartmouth.

How to establish a deferred payment charitable gift annuity with Dartmouth Health and/or Geisel School of Medicine at Dartmouth.

Once you decide to establish a deferred payment charitable gift annuity with Dartmouth Health and/or Geisel School of Medicine at Dartmouth, here is the process.

  •  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.
  •  The Planned Giving office will work with you to provide an agreement.
 
 
  •  The annuity payments will terminate when the final annuitant passes away. Any remaining balance from your gift will be used by Dartmouth Health and/or Geisel School of Medicine at Dartmouth to further our work.
Your priorities accomplished!
  •  You will have created a steady source of additional retirement income.
  •  You will have made a significant gift to Dartmouth Health and/or Geisel School of Medicine at Dartmouth.