Charitable Gift Annuities
(Gift illustration)

How it works

	You transfer cash or securities to the University of Connecticut Foundation.
	The University of Connecticut Foundation pays you, or up to two annuitants you name, a lifetime annuity.
	The principal passes to the University of Connecticut Foundation when the contract ends.

Benefits

• You receive an immediate income tax deduction for a portion of your gift.
• Your lifetime annuity is backed by a reserve and the full assets of the University of Connecticut Foundation.
• Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
• You have the satisfaction of making a significant gift that benefits you now and the University of Connecticut Foundation later.

For more information

Email us, complete the personal illustration form, or call us at 860.486.6135 so that we can assist you through every step of the process.

Hal C. Reed, JD, CFRE
Assistant Vice President for Planned Giving
The University of Connecticut Foundation, Inc.
Storrs, CT 06269-3206
Telephone: 860.486.6135
Toll-free: 800.269.9965, Extension 6135
Facsimile: 860.486.1615
E-Mail: hreed@foundation.uconn.edu