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.
The core account is the cash component of your BrokerageLink account. Any transfers from your BrokerageLink account back into your 403(b) or 457(b) Planâs standard investment options will be also be invested in the Fidelity Â® Money Market Trust Retirement Government Money Market Portfolio.