Planned Giving
UNA Box 5059 | Rogers Hall
Phone: 256.765.4861
Dr. Barry K. Morris, Director
Charitable Gift Annuities
Getting Started: Charitable Gift Annuities The concept of the charitable gift annuity in America dates back to 1843, when a merchant in Boston first donated a gift of money to the American Bible Society in exchange for a flow of income. Today, the concept includes valuable tax benefits for donors. But perhaps more valuable than the financial advantages is the satisfaction donors gain by helping to continue our mission and good works.More
Getting Started: The Deferred Charitable Gift Annuity With a deferred gift annuity, the start of payments is delayed until a specific date, initially determined by the donor. In exchange for agreeing to defer your payments for a period of time, you will receive a higher interest rate, depending on your age and the length of the deferral period.More
Act Now, Benefit Now Can your gift that we will use years from now still be deductible on your tax return this year? If you make a gift through a charitable gift annuity, it can!More
Benefits Worth the Wait Deferred charitable gift annuities allow you to defer payments until a time when you may need the payments more and when you may be in a lower income tax bracket.More