Deferred-Payment Gift Annuity
How It Works
- Transfer cash or other property to IU Health Foundation
- IU Health Foundation agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
- The balance of the transfer inures to IU Health 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 IU Health Foundation
More Information
Request an eBrochure
Request Calculation
Contact Us
Marya E. Jones, J.D. |
1633 N. Capitol Avenue, Suite 1200 |