Gifts That Pay Income

Through various types of bequests to UJA-Federation, a donor may secure a charitable estate-tax deduction for the value of the gift. Best of all, a donor will know that his or her generosity will support our mission for years to come.

A donor may prefer to state in a will or trust a sum of money or a percentage of the estate that the donor wishes to give to UJA-Federation.

Whatever form of bequest you choose, it is not subject to federal estate taxes and so may reduce the tax burden of an estate. The value of the bequest may be deducted when the taxable estate is determined, and there is no limit to the deduction. Please contact us for more information on gifts that pay income!

Charitable Gift Annuities

Charitable Trusts

The information contained herein is offered for general informational and educational purposes. The figures cited are accurate at the time of writing. State law may affect the results illustrated. This is not legal advice. Any prospective donor should seek the advice of a qualified estate and/or tax professional to determine the consequences of their gift. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.