Top of Page

This is a Blueprint template.

  Search Button
Close Site Search
Home

University Advancement

Home
  • Login
  • Register Now!
  • Help
  • Facebook
  • Twitter
  • YouTube
Menu
  • Home
  • Giving Guide
    • Giving Opportunities
    • Gift and Estate Planning
    • Ways to Give
  • Giving Societies
    • Order of the Golden Shillelagh
    • Miners by Design
    • Miner Alumni Association Century Club
  • Events
    • Alumni of Influence
    • Miner Giving Day
    • S&T 150th Anniversary
  • Corporations & Foundations
  • Meet the Team
  • Give Now
  • Home
  • Giving Guide
    • Giving Opportunities
    • Gift and Estate Planning
    • Ways to Give
  • Giving Societies
    • Order of the Golden Shillelagh
    • Miners by Design
    • Miner Alumni Association Century Club
  • Events
    • Alumni of Influence
    • Miner Giving Day
    • S&T 150th Anniversary
  • Corporations & Foundations
  • Meet the Team
  • Give Now
  • Login
  • Register Now!
  • Help

Deferred-Payment Gift Annuity

Diagram Description

Deferred-Payment Charitable Gift Annuity Diagram

 How It Works

  1. Transfer cash or other property to Missouri S&T
  2. Missouri S&T agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
  3. The balance of the transfer inures to Missouri S&T

 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 Missouri S&T

The information contained herein is offered for general informational and educational purposes. The figures cited are accurate at the time of writing. State law may affect the results illustrated. This is not legal advice. Any prospective donor should seek the advice of a qualified estate and/or tax professional to determine the consequences of their gift. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

More Information

Request an eBrochure

Request an eBrochure with more information about this gift.

Request Calculation

Receive a personal calculation of this gift.

Contact Us

Lara Turek, CFRE
Assistant Vice Chancellor, University Advancement
turekl@mst.edu
(573) 341-6965

 

University Advancement
107 Castleman Hall
400 West 10th Street
Rolla, MO 65409

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer

  • Welcome to Gift Planning
  • Planning Your Gift
  • Donor Stories
  • Life Stage Gift Planner™
  • Compare Gift Options
  • Blog
  • Request a Calculation
  • Glossary
  • Bequest Language
  • Contact Gift Planning
Newsletter Sign-Up Request an eBrochure Request a Calculation
Home

University Advancement

1100 N. Pine St., Rolla, MO 65409 | 573-341-4944 | 800-392-4112

  • Facebook
  • Twitter
  • YouTube
Give Now