Samford University

Deferred Gift Annuities (for age 50+)
(A gift now, retirement income later)

How it works

You transfer cash, securities or other property to Samford.

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

The remainder passes to Samford.

Benefits

• Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
• You can target your annuity payments to begin when you need them, such as retirement or when a grandchild needs help with tuition payments.
• The longer you defer payments, the higher the effective rate you will receive.
• You have the satisfaction of making a significant gift now that benefits both you and Samford later.

For more information

Email us, complete the personal illustration form, or call us at (205) 726-2807 so that we can assist you through every step of the process.