Deferred-Payment Gift Annuity

Deferred-Payment Charitable Gift Annuity Diagram

How It Works

  1. An individual transfers cash or other property to UJA-Federation
  2. UJA-Federation makes payments for the life of one and up to two annuitants (payments are backed by UJA-Federation's assets), as documented in a written agreement
  3. The balance of the transfer inures to UJA-Federation following the lives of the annuitants

Benefits

  • Payments for life that are favorably taxed
  • When gift is funded with cash, part of payment will be tax-free
  • 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 gift based on actuarial calculations
  • 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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