Deferred-Payment Gift Annuity

How It Works

1. Transfer cash or other property to UA Foundation
2. UA Foundation agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
3. The balance of the transfer inures to UA Foundation

Benefits

• Payments for life that are favorably taxed
• When gift is funded with cash, part of payment will be tax-free
• When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
• Federal income-tax deduction for a portion of your gift
• Gift will provide generous support for UA Foundation

* Figures cited in any examples are for illustrative purposes only. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to tax rates include federal taxes only and are subject to change. Information contained herein was accurate at the time of posting.

State law may further impact your individual results.

Alaska residents: A qualified charitable gift annuity is not an insurance policy in the State of Alaska, is not subject to regulation by the Insurance Division, and is not protected by the Life and Health Insurance Guaranty Association established under Alaska Statute AS 21.79.040 or any other association that guarantees payment under a policy of insurance. The State of Alaska does not in any way approve or endorse this annuity illustration or subsequent agreement.

California residents: Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association.

Oklahoma residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the Oklahoma Division of Insurance.

South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance

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