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New rates for UCLA charitable gift annuities
Starting July 1, establish a UCLA charitable gift annuity and take advantage of the new, higher payout rates!
- Receive income for life at a higher payment rate (see sample chart below). This could be a source of additional retirement income that is not tied to market fluctuations and that you cannot outlive.
- Payments can start right away or may be deferred for an even more advantageous rate.
- You can enjoy immediate tax benefits with a charitable income tax deduction. If you are funding your annuity with appreciated securities, you can also reduce capital gains tax.
- And, a portion of your annuity payment is tax-free for a number of years.
Sample Payment Rate Increase
|Age||Old Rate||New Rate|
800-737-UCLA (8252) • firstname.lastname@example.org
New Tax Law Changes with the CARES Act
Congress recently passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) that includes several charitable tax provisions to encourage giving. These include:
- A new deduction for donors who do not itemize when filing their tax returns. If you do not itemize but make a cash gift to charity, you will be allowed to take a special tax deduction, up to $300, to reduce your tax liability.
- An increase in the deduction limit up to 100% of a donor's annual income for cash gifts (previously the deduction was capped at 60% of annual income). If you make a gift, you will be able to deduct more this year.
If you are interested in learning more about these opportunities, please contact UCLA's Gift Planning team at 800-737-8252 or at email@example.com. Please also let us know how we can help you during this time.
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