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Are you looking for a secure source of fixed income for now or your future? You may be tired of living at the mercy of low yielding CDs and the fluctuating stock and real estate markets. One solution is a charitable gift annuity.
A charitable gift annuity is a contract between you and Wake Forest University.
If you desire current income, you may transfer property in exchange for our promise to pay you fixed income beginning as early as this year. You will receive an income tax charitable deduction this year for the value of your gift to Wake Forest. We are happy to deposit your checks directly into your bank account.
Perhaps you are not ready to begin receiving income until a future date, such as when you retire. You can establish a deferred gift annuity, receive a charitable income tax deduction this year and receive payments at a designated future time. Best of all, because you deferred your payments, your annual payment will be higher than with a current annuity
Whether you choose a current Gift Annuity or a Deferred Gift Annuity, you will receive gift credit for 100% of the amount with which you fund your annuity.
Contact us about flexible date options for your future income.
The minimum contribution level to fund a Gift Annuity is $25,000.
Please visit Benefits Of Letting Us Know About Your Commitment and Frequently Asked Questions to learn more about including Wake Forest in your plans for the future or feel free to contact us.
