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Gifts That Pay You Income

Through charitable trusts, gift annuities and other vehicles, you can receive a charitable deduction in the year of your gift, receive payments for life, and know that you are making an important gift to Amherst College.

 Life Income Gifts

Plans that offer fixed income

Charitable Gift Annuity - WIth this popular gift arrangement, the donor makes a gift to Amherst College, and the College provides fixed quarterly payments to the donor and/or another annuitant for life. The minimum gift is $10,000, and the annuity rate is based on the ages of the annuitants. 

Deferred Gift Annuity is a gift annuity, but the income is specified to begin at a future date, at least one year after the gift is made. The longer the annuitant waits for payments to begin, the higher the payout rate will be.

Charitable Remainder Annuity Trust enables you to support Amherst while providing a fixed income for yourself and/or another beneficiary for life or a term of years. Amherst's individually managed trusts are invested in units of the Amherst College endowment and can be funded with a variety of assets, including real estate. The minimum gift is $100,000.

Plans that offer potential for growth

Charitable Remainder Unitrust enables you to support Amherst while providing an income for yourself and/or another beneficiary for life or a term of years. Amherst's individually managed trusts are invested in units of the Amherst College endowment and can be funded with a variety of assets, including real estate. The minimum gift is $100,000.

Pooled Income Funds – With either of two pooled income funds offered by the College, you may contribute to Amherst and receive lifetime income in return. Similar to mutual funds, these are funds in which your gift is combined with others, and you receive your pro rata share of the variable income earned by the fund each quarter. The minimum initial gift is $10,000.

If you would like to see the power of life income gifts, please visit the Amherst College Gift Illustrator

Gifts That Pay You Income

 

For more information about making a planned gift to Amherst, please contact the gift planning staff.

Information contained in this website should not be considered legal, accounting, or other professional advice. Individuals considering a planned gift to Amherst should consult with their financial advisor.

 

Gift Planning Staff

Melody Lynn Twigg
Director of Gift Planning
(413) 542-5193
mtwigg@amherst.edu

Janet Howard
Gift Planning Coordinator
(413) 542-2721
jlhoward@amherst.edu

Or write to us at:
Gift Planning
Office of Development
Amherst College
PO Box 5000
Amherst, MA 01002-5000

Or use this on-line form