Marshall University Foundation
E. A. Zimmerman
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
Director, Planned Giving
The Marshall University
Foundation, Inc.
Tel: (304) 696-3739
Fax: (304) 696-3541
E-mail Us
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Related Links
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Deferred Gift Annuity
Future Planning for Everyone's Benefit
How it works
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You transfer cash, securities or other property to the MU Foundation. |
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Beginning on a specified date in the future, the MU Foundation begins to pay you, or up to two annuitants you name, fixed annuity payments for life. |
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The principal passes to the MU Foundation when the contract ends. |
Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- You can postpone your annuity payments until you need them, such as when you reach retirement or when a grandchild begins his or her college education.
- The longer you defer your payments, the higher the effective rate you will receive. In the meantime, the principal grows tax-free.
- You can have the satisfaction of making a significant gift now that benefits both you and the MU Foundation later.