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Deferred Charitable Gift Annuity Funded with Appreciated Assets

SUMMARY

Giving an appreciated asset to charity in exchange for a Deferred Charitable Gift Annuity (“DCGA”) allows a donor to benefit charity, receive an income tax deduction, defer taxation on the appreciation, and enjoy a steady, lifetime stream of income beginning at future date determined by the donor.

STUDY

Sandra James, age 55, is a graduate and long-time supporter of her state university.  Sandra wants to make a significant gift to the university, but anticipates needing to supplement her annual income when she retires in 10 years at age 65.

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