Increase Font Size Decrease Font Size Print Page Contact Bucknell University

Deferred Gift Annuity

DGA Diagram

How It Works

  • You transfer cash or securities to Bucknell University. Our minimum gift requirement is $10,000.
  • Beginning on a specified date in the future, Bucknell University begins to pay you, or up to two annuitants you name, fixed annuity payments for life.
  • Beneficiaries are recommended to be at least 60 to begin receiving payments and must be at least 60 to fund the gift.
  • The remaining balance passes to Bucknell University when the contract ends.

Benefits

  • Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
  • You can schedule your annuity payments to begin when you need extra cash flow, such as retirement years.
  • Payments are guaranteed and fixed, regardless of fluctuations in the market.
  • The longer you elect to defer payments, the higher your payment will be.

Next


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

Close

Places I've Been

The following links are virtual breadcrumbs marking the 12 most recent pages you have visited in Bucknell.edu. If you want to remember a specific page forever click the pin in the top right corner and we will be sure not to replace it. Close this message.