• A charitable gift could bring a lifetime of benefits

    • You may enjoy a wide variety of tax savings and other benefits
    • You will have the satisfaction of helping UM fulfill its mission
    • You will leave a legacy at UM for generations to come
  • Charitable Gift Annuity

    By donating cash or stock, you can receive a fixed payment from UM for the rest of your lifetime and benefit the U.
    More

  • Gifts of Real Estate

    Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to the University of Miami.
    More

  • IRA Gifts

    If you are 70½ or older you may be interested in a planned gift that reduces the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can support UM while benefiting yourself. Or at any age, designating UM as a beneficiary of your IRA can be a great way to remove highly taxed assets from your estate.
    More

  • Bequests

    By designating the University of Miami as a beneficiary in your will, trust or beneficiary designation form, you’re ensuring the future of the University.
    More


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Charitable Gift Annuity

By donating cash or stock, you can receive a fixed payment from the University of Miami for the rest of your lifetime.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
UM
Charity image

Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life.
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity.
  • Benefit from payments that may be partially tax-free.
  • Benefit from payments that are from a secure, reliable source.
  • Help further the important work of the University of Miami with your gift.

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support the University of Miami:

  1. You transfer cash or property to the University of Miami.
  2. In exchange, we promise to pay fixed payments to you for life. The amount of the payment depends on your age and a portion of each payment may be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. Upon your passing, the payments cease and the University of Miami receives the remainder to further its 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.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions. We can also provide you with an illustration demonstrating your specific benefits from this vehicle.

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