Planned Giving

Life income Gifts

Life income gifts enable donors to support both loved ones and a favorite charity through a single gift, while also:

  • yielding a charitable tax deduction,
  • providing an opportunity to save on capital gains taxes, and
  • removing assets from one's estate, ensuring they are not subject to estate taxes.

Charitable Remainder Trust

A Charitable Remainder Trust makes annual income distributions for life or a specified term of years to you or loved ones, then distributes the remainder to the UA Foundation to support a designation of your choice. Learn more

Charitable Lead Trust

A Charitable Lead Trust makes payments to the UA Foundation for a specified number of years, then distributes the remainder of trust property, including growth, to loved ones. Payments made to the UA Foundation may be directed to support a designation of your choice. Learn more

Charitable Gift Annuity

A charitable gift annuity is a contract between a donor and the UA Foundation. In exchange for a gift of cash or appreciated stock, the UA Foundation agrees to make fixed payments to one or two individuals for life.

Payment rates are based on the age of the annuitant(s), as recommended by the American Council on Gift Annuities, and can begin immediately or be deferred. Upon the death of the annuitant(s), the balance of the principal is retained by the UA Foundation and directed to support a designation of your choice. Learn more

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown