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New rates for UCLA charitable gift annuities
Starting July 1, establish a UCLA charitable gift annuity and take advantage of the new, higher payout rates!
- Receive income for life at a higher payment rate (see sample chart below). This could be a source of additional retirement income that is not tied to market fluctuations and that you cannot outlive.
- Payments can start right away or may be deferred for an even more advantageous rate.
- You can enjoy immediate tax benefits with a charitable income tax deduction. If you are funding your annuity with appreciated securities, you can also reduce capital gains tax.
- And, a portion of your annuity payment is tax-free for a number of years.
Sample Payment Rate Increase
|Age||Old Rate||New Rate|
800-737-UCLA (8252) • firstname.lastname@example.org
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