Charitable Gift Annuity—Immediate Payment

Immediate-Payment Charitable Gift Annuity Diagram

How It Works

  1. Transfer cash or other property to UJA-Federation
  2. UJA-Federation agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
  3. The balance of the transfer inures to UJA-Federation

 Benefits

  • Payments for life that are favorably taxed
    1. When gift is funded with cash, part of payment will be tax-free
    2. When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of donor's gift
  • Gift will provide generous support for UJA-Federation

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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