Deferred-Payment Gift Annuity

Deferred-Payment Charitable Gift Annuity Diagram

How It Works

  1. Transfer cash or other property to EOC
  2. EOC 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 EOC

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 EOC

More Information

Contact Us

Kelli Hirsch
Major Gifts and Grants Manager
khirsch@energyoutreach.org
303.226.5067

 

Energy Outreach Colorado
225 East 16th Ave, Suite 200
Denver, CO 80203
EIN: 74-2543881

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