A Smart Gift to Leave to the Alpha Gamma Delta Foundation
Like retirement plan assets, commercial annuities provide for tax-deferred growth while the owner is living. Because distributions from commercial annuities are subject to income taxes, they are often considered among the best assets to leave to charity. Due to our tax-exempt status, the Alpha Gamma Delta Foundation can receive your commercial annuity completely tax-free. The best way to give a commercial annuity in support of our work after your lifetime is to name us as beneficiary.
Making this gift is as simple as updating your beneficiary form with your bank or insurance company. You can designate us as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary doesn’t survive you.
- Contact Julie Waitman at 317-663-4242 or firstname.lastname@example.org for additional information on commercial annuities.
- Seek the advice of your financial or legal advisor.
- If you include the Alpha Gamma Delta Foundation in your plans, please use our legal name and federal tax ID.
Legal Name: Alpha Gamma Delta Foundation, Inc.
Address: 8710 N Meridian Street, Indianapolis, IN 46260
Federal Tax ID Number: 35-2057322
The Alpha Gamma Delta Foundation is a 501(c)(3) U.S. charitable corporation; tax benefits are available as allowed by U.S. law.