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.
Management Limited and its subsidiaries) policy for personal account. trading. The objective of the policy is to ensure that you: â¢ Put the interests of clients first. â¢ Avoid any conflict between your interests and those of the BTIM Group. and its clients. â¢ Uphold fiduciary responsibilities.