Office of Estate & Gift Planning
Charitable Gift Annuities
There's a way for you to support the University of Florida and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.
This type of donation can provide you with regular payments and allow us to further our work. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize.
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 65, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
See How It Works
An Example of How It Works
Dennis, 66, and Mary, 65, want to make a contribution to UF but they also want to ensure that they have dependable income during their retirement years. They establish a $25,000 charitable gift annuity.
Based on their ages, they will receive a payment rate of 4.5 percent, which means that they will receive $1,125 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $7,806* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.
*Based on quarterly payments and a 3.4 percent charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.
Calculate Your Benefits
Submit a few details and see how a charitable gift annuity can benefit you.
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- Contact the Office of Estate & Gift Planning at 352-392-5512, toll free 866-317-4143 or email@example.com for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with UF.
- Seek the advice of your financial or legal advisor.
- If you include UF in your plans, please use our legal name and federal tax ID.
Legal Name: The University of Florida Foundation, Inc.
Address: 1938 West University Avenue, Gainesville, FL 32603
Federal Tax ID Number: 59-0974739
The University of Florida Foundation is not affiliated with, and does not provide, endorsements for professional advisors. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Charitable Gift Annuities may not be available in all states.