BENEFITS

• Establish a charitable gift annuity to support any area of UCLA that interests you.
• Receive fixed, lifetime income that will not fluctuate with the economy.
• Many UCLA donors fund multiple charitable gift annuities over several years and create a secure and tax-savvy supplement to their retirement income.
• Establish an annuity to provide income for one or two annuitants, such as yourself and/or loved ones.

TAX ADVANTAGES

• Take advantage of significant tax savings through an immediate charitable income tax deduction.
• Any unused deduction may be carried forward in subsequent tax years, for up to 5 additional years.
• A significant portion of your annuity payments will be tax-free for a number of years.
• Fund your annuity with appreciated stock and reduce capital gains tax.

HOW IT WORKS

• A charitable gift annuity is a simple contract between you and The UCLA Foundation.
• The minimum amount to establish an annuity is $10,000.
• The payment rate is determined by the annuitant's (beneficiary's) age (minimum age is 65). The older the annuitant (beneficiary), the higher the payment rate.
• Choose to have your payments start immediately or at a later date. Deferring the payments increases the payment rate, and many donors take advantage of this for their retirement plans.
• Enjoy an immediate and significant charitable income tax deduction.
• A portion of your annuity payments will be tax-free for a number of years.
• After the lifetime of the annuitant (beneficiary), the balance of the annuity passes to UCLA for the purpose you designated.