Charitable Gift Annuities
(Gift illustration)

How it works

	You transfer cash or securities to Jefferson.
	Jefferson pays you, or up to two annuitants you name, a lifetime annuity.
	The principal passes to Jefferson when the contract ends.

Benefits

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

For more information

Email us, complete the personal illustration form, or call us at 215-955-8818 so that we can assist you through every step of the process.