Charitable Gift Annuity

Charitable Gift Annuity

CGA Diagram

How It Works

  • You transfer cash or securities to University of San Francisco. Our minimum suggested gift requirement is $10,000.
  • University of San Francisco pays you, yourself and a spouse, or any two beneficiaries you name, fixed payment for life.
  • Beneficiaries are recommended to be at least 65 years of age at the time of the gift.
  • The remaining balance passes to University of San Francisco when the contract ends.

Benefits

  • Receive more income for your money because of higher rates.
  • Receive dependable, cash-flow for life, regardless of fluctuations in the market.
  • In many cases, receive payments at a rate higher than the interest you are currently receiving on investments.
  • Receive an immediate income tax deduction for a portion of your gift.
  • A portion of your annuity payment will be tax-free for a number of years.
  • Are you a younger donor? Consider a deferred gift annuity.


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.