Charitable Gift Annuity - Deferred

How it works

1. You make a gift of cash or marketable securities to the Witham Health Services Foundation.
2. Beginning at a designated date in the future, you or up to two individuals you name receive fixed payments for life.
3. The remainder will be used by the Witham Health Services Foundation for programs and services, or for a specific need you have designated.

Benefits

• Deferral of payments permits a higher annuity rate and qualifies you for a larger charitable deduction.
• You can target you annuity payments to begin when you need them, such as retirement or when a grandchild needs help with tuition payments.
• The longer you defer payments, the higher the effective rate you will receive.
• You have the satisfaction of making a significant gift now that benefits both you and Witham Health Services later.

For more information

Email us at foundation@witham or call us at 765-485-8112 so that we can assist you through every step of the process. .org

Questions? Please contact:
Witham Health Services Foundation
2705 N. Lebanon Street, Suite 115
Lebanon, IN  46052
Phone: 765-485-8112
Fax: 765-485-8139
foundation@witham.org