Charitable Gift Annuity

Gifts That Pay You Income

There's a way for you to support the Unitarian Universalist Association and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.

With a charitable gift annuity you agree to make a gift to the UUA and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work.

This type of donation can provide you with regular payments for life and allow the UUA to further our mission. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction if you itemize. The minimum contribution to form a charitable gift annuity is $10,000 for individuals 65 years or older.

Your payments depend on your age at the time of the donation. If you are at least 60 years old, we recommend that you learn more about your options and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.

See How It Works

An Example of How It Works

Couple smiling Dennis, 75, and Mary, 73, want to make a contribution to the UUA but they also want to ensure that they have dependable income during their retirement years. They fund a $25,000 charitable gift annuity with appreciated stock that they originally purchased for $10,000.

Based on their ages, they will receive a payment rate of 6.0%, which means that they will receive $1,500 each year for the remainder of their lives. They’re also eligible for a federal income tax charitable deduction of $8,792* when they itemize.

*Based on a 5.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

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Next Steps

Contact the Legacy Gifts Team at (617) 948-6509 or legacy@uua.org for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with the UUA.
Seek the advice of your financial or legal advisor.
If you include the UUA in your plans, please use our legal name and federal tax ID.

Legal name: Unitarian Universalist Association
Address: 24 Farnsworth St., Boston, MA 02210-1409
Federal tax ID number: 04-2103733

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Charitable Gift Annuities: Gifts That Give Back.