Planned Giving at RWJBarnabas Health

Planned giving is a set of thoughtful and strategic charitable gift opportunities designed to impact the future of RWJBarnabas Health. To learn how you can make a difference, often with personal advantages, please select your preferred facility from the icons below.

Deferred Gift Annuity

This diagram represents how to make a gift of a deferred gift annuity – a gift that pays you income.

How It Works

  • You transfer cash or securities to Barnabas Foundation - LANDING PAGE. Our minimum gift requirement is $10,000.
  • Beginning on a specified date in the future, Barnabas Foundation begins to pay you, or up to two annuitants you name, fixed annuity payments for life.
  • Generally, deferred gift annuities may be created by donors of any age. However, a beneficiary must be at least 40 years of age before deferred gift annuity payments commence to the beneficiary.
  • The remaining balance passes to Barnabas Foundation when the contract ends.

Benefits

  • 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 cash flow, 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.