The Power of Deferred and Flexible Deferred Gift Annuities

The Power of Deferred and Flexible Deferred Gift Annuities

Deferred and Flexible Deferred Gift Annuities are simple, yet versatile giving arrangements that allow younger donors - particularly Baby Boomers - to support your mission while securing extra income during retirement. Despite their strong appeal to donors, some organizations perceive DCGAs as too risky to offer. In this session we will explore how deferred gift annuities can benefit donors, annuitants, and charities, whether DCGAs actually pose greater risk to organizations than immediate annuities, and how charities have successfully marketed these powerful giving vehicles to a wide variety of donors.

Tim Prosser, JD | TIAA Kaspick

Tuesday, May 14 | 1:00pm

Gooch C

Prosser headshot 2023