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Charitable Gift Annuity
(A Benefit of Aging)

How it works

You transfer cash or securities to Tufts.

Tufts pays you, or up to two annuitants you name, fixed income for life.

The principal passes to Tufts when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of Tufts.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and Tufts later.

For more information

Email us, complete the personal illustration form, or call us at 1-888-PGTUFTS so that we can assist you through every step of the process.







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