Charitable Gift Annuity

A United Way Charitable Gift Annuity is a contract between the donor and United Way that provides advantages for both.

Donor Benefits:

  • Guaranteed fixed payments for life, a portion of which is nontaxable
  • Charitable income tax deduction for a portion of the gift
  • Reduced capital gains taxes

The pay out rate on an annuity is based on the age of the donor at the time the gift is made. At the time of death, the amount remaining in the charitable gift annuity is given to United Way.
This is an irrevocable gift to the United Way in return for a guarantee to receive a life-time annuity payment from United Way.

Additional Resources