A Charitable Gift Annuity (CGA) is a simple agreement between you and the university. In exchange for your charitable gift,
USF agrees to pay you a lifetime annuity. The rate of the annuity is calculated based on your age.
If you are like
many individuals who own appreciated securities or property, you are tired of
living at the mercy of the fluctuating stock and real estate markets. You also
recognize that if you sold your appreciated assets you would face a high
capital gain tax.
The Charitable
Gift Annuity would be a wonderful option for you. A CGA will provide you with fixed income for life, avoid
capital gains tax, and leave a lasting gift to USF. You can transfer your appreciated assets to USF in exchange
for our promise to pay you fixed income for your life.
Calculate Your
Charitable Gift Annuity Rate
Are you curious
what your annuity would be? Click
here to use our Gift Planning Calculator to
find out. (These
calculations are provided solely for educational purposes and are not
professional tax or legal advice. Individuals should consult a qualified
professional adviser about their specific situation.)
Donor Stories
Click here to find out how others have benefited from a Charitable Gift
Annuity.
Contact Us
If you have questions about CGAs, or need assistance
in setting one up, please contact us. We can be reached at
415-422-6259.
