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Deferred-Payment Gift Annuity

How It Works

  1. Transfer cash or other property to UHart
  2. UHart guarantees to make lifetime payments—for up to two annuitants—beginning at a future date of your choosing

 Benefits

  • Guaranteed 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 UHart