Charitable Gift Annuity Calculator

Calculate the rate you might receive with a charitable gift annuity:

• You can establish a charitable gift annuity with UCS with a gift of $10,000 or more in cash, securities, or distribution from your retirement account. You and/or a loved one receive fixed annual payments, which are partially tax-free on an annual basis. Your annuity payout rate is based on the age(s) of the beneficiary(ies).
• You can begin receiving payments immediately (if you are 60 or older) or defer payments a year or more. The older you are when your payments begin, the higher your rate.
• Your payments will never change, and your annuity is backed with the full assets of UCS.
• You may be eligible for an immediate tax deduction and a percentage of your annuity payment will be tax-free. If you donate appreciated assets, you may save on capital gains taxes as well.
• The remaining funds come to UCS after the lifetime of the beneficiaries.

Use the calculator below to explore the income and tax benefits you may receive by setting up a charitable gift annuity. For illustration purposes only.