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Expert Advice:  Prepare to Retire with a Gift Annuity

Jeremy Arkin, Director of Gift Planning, explains

September 15, 2014 | by Anne Bradley


Expert Advice:  Prepare to Retire with a Gift Annuity

Our Director of Gift Planning, Jeremy Arkin, was recently interviewed by Kiplinger’s Retirement Report for the article, Prepare to Retire with a Gift Annuity. The article focuses on the recent uptick of deferred gift annuities as a retirement tool for younger donors who want to make a charitable gift now, but don’t plan to retire immediately.

A deferred charitable gift annuity can be part of a smart retirement plan for the following reasons:

  • Tax Efficient: You get a charitable tax deduction in the year you make the donation, but can delay payments until you need them
  • Security: You will know to the penny how much income you will receive each year
  • Capital Gains: The stock market is at record highs and you can spread your capital gains over the life of the payments (and avoid some entirely).

We hope you enjoy the article and please contact our team of charitable planning experts today if this is something you would like to explore.

About the author

anne-bradley-headshot

Anne Bradley Associate Director and Philanthropic Advisor

Anne helps donors and their professional advisors understand and consider charitable gifts that require some measure of tax, legal or financial planning. Anne’s work includes charitable gift and tax issues related to estates, trusts, life income gifts such as charitable gift annuities and charitable remainder trusts, real estate and other complex gift arrangements. Prior to joining Duke, Anne managed corporate, foundation, and government fundraising for the Detroit Zoological Society. When she’s not at work, Anne roams like Roosevelt visiting our nation’s National Parks.

Anne Bradley can be contacted via email or by phone at (919) 613-5224.

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