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Deferred-Payment Gift Annuity

Deferred-Payment Charitable Gift Annuity Diagram

How It Works

  1. Transfer cash or other property to UCSF
  2. UCSF 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 UCSF

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 your gift
  • Gift will provide generous support for UCSF

More Information

Contact Us

Telephone: (415) 476-1475
Fax: (415) 476-0601
Email: giftplanning@ucsf.edu

 

Office of Gift & Endowment Planning
University of California, San Francisco
220 Montgomery Street, 5th Floor
San Francisco, CA 94104

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