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    Gifting Property Makes Unitrust Possible

    Katherine “Chick” Shrader Stauffer ’48 originally didn’t want to attend Carleton. (She came solely because her older sister, Louise Shrader Cannon ’41, had attended the College.) But once on campus, Chick says, “I was very happy. I got a good education and made good friends.” Those friends included her husband, James Stauffer ’48, with whom she raised five children.Read More

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Deferred Gift Annuity

DGA Diagram
Carleton College

How It Works

  • You transfer cash or securities to Carleton College. Our suggested minimum gift requirement is $10,000.
  • Beginning on a specified date in the future, Carleton begins to pay you, or up to two annuitants you name, fixed annuity payments for life.
  • Beneficiaries are recommended to be at least 65 to begin receiving payments and must be at least 40 to fund the gift.
  • The remaining balance passes to Carleton when the contract ends.

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.
  • The longer you elect to defer payments, the higher your payment will be.

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