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Deferred Gift Annuity

Click Here for Detailed Explanation



How It Works

You transfer cash, securities or other property to Sam Houston State University .

Beginning on a specified date in the future, SHSU begins to pay you, or up to two annuitants you name, fixed annuity payments for life.

The principal passes to SHSU when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.

  • You can postpone your annuity payments until you need them, such as when you reach retirement or when a grandchild begins his or her college education.

  • The longer you defer your payments, the higher the effective rate you will receive. In the meantime, the principal grows tax-free.

  • You can have the satisfaction of making a significant gift now that benefits both you and SHSU later.

More


For more information

If you are considering a deferred gift annuity, email us, complete the personal illustration form, or call us at (936) 294-3625 so that we can assist you through every step of the process.


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"I prefer to be remembered for what I have done for others,
not what others have done for me."
~Thomas Jefferson

University Advancement Office
Box 2537
Huntsville, Texas 77341-2537
Phone: (936) 294-3625      Fax: (936) 294-1993
http://www.shsu.edu/~ua_www

E-Mail: rhondaellisor@shsu.edu

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