Deferred-Payment Gift Annuity

Deferred-Payment Charitable Gift Annuity Diagram

How It Works

  1. Transfer cash or other property to the College at Oneonta Foundation
  2. The College at Oneonta Foundation agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
  3. The balance of the transfer inures to the College at Oneonta Foundation

Benefits

  • Payments for life that are favorably taxed
  • When gift is funded with cash, part of payment will be tax-free
  • When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for SUNY Oneonta

More Information

Contact Us

Jill Mirabito
Director of Gift Planning
Phone: 607-436-2781
Mobile: 607-427-4642
jill.mirabito@oneonta.edu

 

Address:
308 Netzer Administration Building
Oneonta, NY 13820

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