How to Give: Deferred Annuity

Deferred Gift Annuity

Transfer stocks, bonds, lump-sum cash, or mutual funds to Valley.

At a specific date in the future that you specify, Valley makes fixed payment to you or your designees for life. You can plan to start your income stream from the annuity for when you will need it (i.e., retirement).

When the contract term ends, the remaining balance goes to Valley. The longer the deferral the higher annuity rate and the larger the tax deduction that you can take.

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Deferred Gift Annuity Transfer stocks, bonds, lump-sum cash, or mutual funds to Valley. At a specific date in the future that you specify, Valley makes fixed payment to you or your designees for life. You can plan to start your income stream from the annuity for when you will need it (i.e., retirement). When the contract term ends, the remaining balance goes to Valley. The longer the deferral the higher annuity rate and the larger the tax deduction that you can take. < Back to How to Give
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