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Charitable Gift Anuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Benefits of a charitable gift annuity

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support KU Endowment.

  • You transfer cash or property to KU Endowment.
  • In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  • You will receive a charitable income tax deduction for the gift portion of the annuity.

You also receive satisfaction, knowing that you will be helping further our mission.If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Current charitable gift annuity (payments begin within one year). With a current gift annuity, you may transfer cash or property in exchange for our promise to pay you fixed payments beginning as early as this year. You will receive an income tax charitable deduction this year for the value of your gift to KU Endowment.

Deferred charitable gift annuity (for payments at future date). Perhaps you are not ready to begin receiving payments until a future date, such as when you retire. With a deferred gift annuity, you establish the gift annuity today, receive a charitable income tax deduction this year, but defer the payments until a designated date sometime in the future. Best of all, because you deferred the payments, your annual payment will be higher when the payments start than they would have been with a current gift annuity.

Flexible deferred charitable gift annuity (gives you flexibility as to when the payments will start). With a flexible deferred gift annuity, you retain the flexibility to decide when the annuity will begin making payments. As with a deferred gift annuity, you establish the annuity today and receive a charitable deduction this year, but the payments are deferred until such time as you elect to begin receiving the payments.

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

Andy Morrison

Vice President, Gift Planning

Kristen Shore

Development Director, Gift Planning

Already have an estate gift in place for KU?

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 Support your passion by making a gift that impacts the lives of students, faculty, patients, and researchers for generations to come. On their behalf, we thank you for your generosity.

You’re invited to help us create a future where students have uncommon educational experiences, researchers make life-affirming discoveries, and together, we change the world for the better. Ever Onward we go into a future of infinite possibilities.