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Deferred Gift Annuity
(Is this gift for you?)
A deferred gift annuity is for you if ...
- You are in high earnings years, looking for both income tax savings now and an additional source of revenue when you retire.
- You want to make a significant gift to us and receive payments in return.
- You want to maximize the payments you receive from your planned gift -- and you want to lower your income tax on those payments.
- You want the security of payments that won't fluctuate during your lifetime.
- You also appreciate the safety of your payments being a general financial obligation of the institution.
For assistance with this gift plan, please complete the request information form or contact the Mercy Foundation at (209) 564-4200 or e-mail to MercyFoundationMerced@DignityHealth.org.