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Deferred Gift Annuity

DGA Diagram

How It Works

  • You transfer cash or securities to Middlebury College. Our suggested minimum gift requirement is $10,000.
  • Beginning on a specified date in the future, Middlebury 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 40 to fund the gift.
  • The remaining balance passes to Middlebury 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.


The material on this website is not offered as legal or tax advice. Please consult with your professional advisors prior to any gift.
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Middlebury College
700 Exchange Street
Middlebury, VT 05753
802.443.5254
supportmiddlebury@middlebury.edu