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Deferred Charitable Gift Annuity

PLAN AHEAD AND MAXIMIZE PAYMENT RATES AND TAX BENEFITS.

A UCLA deferred charitable gift annuity gives you all the advantages of an immediate charitable gift annuity plus the added flexibility of timing and increasing your annuity payments to enhance your financial plans.

BENEFITS

  • A deferred charitable gift annuity gives you the option of delaying payments to a future start date you select.
  • Your payment rate will be higher, helping you make the most out of your gift.
  • Selecting a future start date for your annuity payments means you can plan for a steady and secure income stream whenever you or a loved one will need it most — a great advantage for any retirement plan!
  • This flexible approach allows you to accomplish your philanthropic goals while adding to your financial portfolio an income stream that will not fluctuate with the economy.

TAX ADVANTAGES

  • You can enjoy an immediate charitable income tax deduction in the year that you establish the gift.
  • Any unused deduction may be carried forward in subsequent tax years, for up to 5 additional years.
  • If you fund a deferred gift annuity with appreciated stock, you also may reduce your capital gains tax.
  • A portion of the annuity payments will be tax-free for a number of years.

HOW IT WORKS

  • A deferred charitable gift annuity is a contract between you and The UCLA Foundation. In exchange for a gift of cash or appreciated securities, you receive fixed payments for life.
  • You decide at which future date you would like the annuity payments to start. The beneficiary (annuitant) must be at least 65 to receive payments.
  • The payment rate is determined by the age of the annuitant and by the length of the deferral period. The older the annuitant and the longer the payments are deferred, the higher the rate.
  • Establish a deferred annuity to provide income for one or two beneficiaries (yourself and/or loved ones).
  • After the beneficiary's (annuitant's) lifetime, the remainder of your gift is distributed to UCLA for the purpose you designated.

Contact Us

800-737-UCLA (8252) • giftplanning@support.ucla.edu

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UCLA's gift planning professionals are happy to provide you and your legal and financial advisors with personalized illustrations of the benefits that a deferred charitable gift annuity offers. Any information in this publication is not intended as legal, accounting, or financial advice. Please consult with your tax, legal, and financial advisors to ascertain whether this or other gift plans are in keeping with your own tax and financial needs. Conversations with the university's gift planning team are always confidential and never imply obligation.

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UCLA Bequest Challenge

UCLA Bequest Challenge

100% toward goal!

Thank you to our generous UCLA alumni and friends who chose to remember UCLA in their wills or living trusts in support of the many campus units! We reached our goal of identifying more than 1,200 new bequest intentions to the university.

Each gift represents future scholarships and fellowships, new research breakthroughs, world-class patient care, a place for the arts to flourish, and so much more.

It is not too late to establish a meaningful legacy gift and join a philanthropic effort that will propel and support the university into its second century.
Please contact UCLA's Office of Gift Planning.