Charitable Gift Annuity
Make a Lasting Impact With A FUTURE GIFT
Did you know there's a way for you to support the University of Northern Iowa 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 the university to provide access for students from all backgrounds to a high-quality education. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize. Use our gift calculator to see how you can personally benefit from this type of gift.
For a free personalized illustration on how a life income gift could work for you, call Jane Halverson at (319) 273-4665. Or email Jane Halverson at: jane.halverson@uni.edu.
Please note: The minimum age to establish a charitable gift annuity is 65, and the minimum amount needed is $20,000.
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
Payments for Life
Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.
View My GuideSee How It Works
An Example of How It Works
Dennis, 66, and Mary, 65, want to make a contribution to UNI but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity.
Based on their ages, they will receive a payment rate of 5.1%, which means that they will receive $1,020 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $6,402* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.
*Based on a 5.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.
Additional Resources
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Prepare the Future
Create a secure plan for you and your loved ones with our FREE Personal Estate Planning Kit.
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Your information has been received. If you need to speak with someone immediately about how your estate gift can make a positive impact at the University of Northern Iowa, please contact Jane Halverson at (319) 273-4665 or jane.halverson@uni.edu.