Deferred-Payment Gift Annuity

Deferred-Payment Charitable Gift Annuity Diagram

How It Works

  1. Transfer cash or other property to UP
  2. UP agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
  3. The balance of the transfer inures to UP

Benefits

  • Payments for life that are favorably taxed
  • When gift is funded with cash, part of payment will be tax-free
  • 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 UP

More Information

Contact Us

Amy Eaton
Associate Vice President
Office of Development
503-943-8551
eatona@up.edu

 

University of Portland
5000 N. Willamette Blvd.
Portland, Oregon 97203-5798

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