Increase Font Size Decrease Font Size Print Page Contact The Potomac School

Deferred Gift Annuity

How It Works

  • You transfer cash or securities to The Potomac School. Our minimum gift requirement is $10,000.
  • Beginning on a specified date in the future, Potomac 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 Potomac when the contract ends.


  • Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
  • You can schedule your annuity payments to begin when you need extra income, such as retirement years.
  • Payments are guaranteed and fixed, regardless of fluctuations in the market.
  • The longer you elect to defer payments, the higher your payment will be.


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap

Contact Information

Barbara Overstreet
Director of Development


"A child is an innocent vessel, and you pour things into it. Your nurture your children from birth up; then, if you send them to Potomac, I think they'll make it."
— Bettina (Hartley) Tierney '52