Estate & Gift Planning âº Gift Plans âº Deferred Charitable Gift Annuity Deferred Charitable Gift Annuity A deferred charitable gift annuity is a contract between Wharton and a donor providing for the payment of a fixed income to one or two annuitants, payments to begin at a future date chosen by the donor.
(a) Securities account means an account to which a financial asset is or may be credited in accordance with an agreement under which the person maintaining the account undertakes to treat the person for whom the account is maintained as entitled to exercise the rights that comprise the financial asset.
Benjamin Thornton. Insurance Broker, Arlington, Massachusetts. FSA stands for Flexible Spending Account. A FSA is a tax-preferred account which provides you with money for paying medical related bills including prescriptions and sometimes over the counter products. The money for this account comes from pre-tax contributions by the employer and/or the member.