Charitable Gift Annuity—Immediate Payment

How It Works

1. Transfer cash or other property to the U of I Foundation
2. The U of I Foundation guarantees to make lifetime payments for up to two annuitants

 Benefits

• Guaranteed payments for life that are favorably taxed
  1.  When gift is funded with cash, part of payment will be tax-free
  2.  When gift is funded with appreciated property, part will be taxed as capital gain,
       part will be tax-free, and part will be taxed as ordinary income
• Federal income-tax deduction for a portion of your gift
• Gift will provide generous support for the U of I Foundation

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options
• Receive a personal calculation of this gift
• Request an eBrochure with more information about this gift

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