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Deferred Gift Annuity Plan

The Catholic Relief Services Deferred Gift Annuity plan is for one or two people age 50 or older. The deferred lifetime income payments can begin any time from age 60 onward—and you determine when you'd like the annuity payments to begin.

Each payment amount is based on age and the elapsed time between the date of the gift and the start of the annuity payment. This flexible gift annuity program will help build and diversify your retirement portfolio by providing the following:

The following illustrates the benefits for a 55-year-old donor who gives $10,000 for a flexible gift annuity. The donor has selected to start payments at age 65.

If Started at Age Rate (%) Annuity ($)
65 6.4 $   640
66 6.8 $   680
67 7.0 $   700
68 7.4 $   740
69 7.8 $   780
70 8.2 $   820
71 8.8 $   880
72 9.2 $   920
73 9.7 $   970
74 10.4 $1,040
75 10.9 $1,090

You can use our online calculator to estimate the benefits you can enjoy with a CRS Deferred Gift Annuity plan.

We're here to help:

Tiffany Jackson, Planned Giving Associate
Email: tiffany.jackson@crs.org
Phone: 1-800-235-2772; at the prompt, dial extension 7324

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