University of Wisconsin - Stout

Charitable Gift Annuity

A charitable gift annuity is a simple contract between you and the Stout University Foundation.

How It Works

You transfer cash, securities or other property to UW-Stout.
   
You receive an income tax deduction and may have capital gains.

The Stout University Foundation pays a fixed amount each year to you or to anyone you name for life. Typically a portion of these payments is tax free.
   
When the gift annuity ends, its remaining principal passes to the Stout University Foundation to support the program of your choice.
   

In exchange for your irrevocable gift of cash, securities, or other assets, the Stout University Foundation agrees to pay one or two annuitants you name a fixed sum each year for life. The payments are guaranteed by the general resources of the Stout University Foundation.

The older your designated annuitants are at the time of the gift, the greater the fixed income the Stout University Foundation can agree to pay.

Deferred Gift Annuity

A deferred gift annuity is also a simple contract between you and the Stout University Foundation. In exchange for your irrevocable gift of cash, securities, or other assets, the Stout University Foundation agrees to pay one or two annuitants you name a fixed sum each year for life, with payments starting at least one year after your gift.

Benefits of a Charitable Gift Annuity Include:

  1. You will qualify for a federal income tax deduction.
  2. The annuitants you name will receive fixed annual income for life, guaranteed by the general resources of the Stout University Foundation.
  3. If you fund the annuity with an appreciated asset, you will incur tax on only part of the gain. If you name yourself as an annuitant, this tax will be spread out over many years.
  4. Your estate may enjoy reduced probate costs and estate taxes.
  5. You will provide generous support to the Stout University Foundation.
  6. Membership in the Bowman Society.

This is not intended to render legal, accounting or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional in the respective field should be sought.



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