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Gifts That Pay Income

Many donors would like to support UJA-Federation but worry about having enough income for yourself and your loved ones? Life-income gifts such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of providing UJA-Federation with vital long-term resources.

The creation of a life-income gift benefits both the giver and the receiver—a "win-win" situation. The following life-income gifts are available, and one may be right for a particular donor:

Charitable Gift Annuities

Immediate-Payment
Gift Annuity
Immediate-Payment Charitable Gift Annuity Thumbnail

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See Diagram

Deferred-Payment
Gift Annuity
Deferred-Payment Charitable Gift Annuity Thumbnail

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See Diagram

Charitable Trusts

Charitable Remainder
Unitrust
Charitable Remainder Unitrust Thumbnail

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See Diagram

Charitable Remainder
Annuity Trust
Charitable Remainder Annuity Trust Thumbnail

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See Diagram

More Information

CONTACT US

William Samers, Vice President
212.836.1755
samersw@ujafedny.org

Stanley Baumblatt, Director
212.836.1305
baumblatts@ujafedny.org

Shira Hudson, Associate Director
212.836.1232
hudsons@ujafedny.org

 

UJA-Federation of New York
130 East 59th Street
New York, NY 10022

Phone: 1.800.997.5266
Fax: (212) 836-1172
E-mail: plannedgiving@ujafedny.org

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