Flexible Gift Annuity

Increase Font Size Decrease Font Size Print Page Contact University of San Francisco

Flexible Gift Annuity

Flexible Gift Annuity Diagram

How It Works

  • You transfer cash or securities to University of San Francisco. Our suggested minimum gift requirement is $10,000.
  • You select a range of dates in the future (window) when you will want University of San Francisco to begin paying you, or up to two annuitants you name, fixed annuity payments for life.
  • During the payment window, you request the start of payments.
  • Beneficiaries are recommended to be at least 65 to begin receiving payments and must be at least 55 to fund the gift.
  • The remaining balance passes to University of San Francisco when the contract ends.

Benefits

  • Deferral of payments permits a higher annuity rate and generates a larger charitable deduction. The deduction is calculated based upon the first date in your window on which you could elect to start payments.
  • You can target your annuity payments to begin when you need them, such as retirement.
  • The longer you elect to defer payments, the higher your payment will be.


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2018 PlannedGiving.com

We provide this information to illustrate the potential financial benefits of supporting USF. These illustrations should not be viewed as legal, accounting or other professional advice. We encourage our alumni and friends to consult with their own legal and tax advisors before completing a gift.