Charitable gift annuities – a win-win!

Charitable gift annuity rates increased again in 2024, making the payout rates the highest they have been in 16 years. A charitable gift annuity allows donors to: 

 

  • Make a gift to the University of Minnesota while receiving fixed income for life
  • Receive an immediate income tax charitable deduction for a portion of the gift
  • Provide some tax-free income
  • Save on capital gains tax if appreciated securities are used to fund the gift.

To learn more, use our gift calculator at https://z.umn.edu/9hc8

 

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The 2025 federal tax act included several provisions that may impact charitable giving. We encourage you to talk with your own advisor about how the new law may affect you
Charitable gift annuities are a simple and popular way to support the University of Minnesota. By creating a gift annuity, you can support the University, receive fixed lifetime income, and save taxes.

Whether your goal is to take care of your loved ones, preserve your assets, or give to your favorite charitable organizations, a well-crafted estate plan can ensure your wishes are honored.