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The Deferred-Payment Gift Annuity
How Does It Work
- Transfer cash or other property to Wake Forest
- Wake Forest guarantees to make lifetime payments—for up to two annuitants—beginning at a future date of your choosing
Benefits
- Guaranteed 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 Wake Forest
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