Deferred Gift Annuity Calculator

You can make a gift and receive guaranteed fixed payments for life. Deferred payments are higher than an immediate payment annuity as well as many securities and CDs. They are ideal for supplementing other retirement income.

Gift Amount ($):
Cost Basis ($):
(Leave blank for cash gift)
Gift Date:
(ex. 5/19/2022)
Date Payments Begin:
(ex. 5/19/2015)
First Income Recipient Birthdate:
(ex. 12/12/1948)
Second Income Recipient Birthdate:
(ex. 1/27/1940
If none, leave blank)