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Gift Planning

Deferred-Payment Gift Annuity

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 How It Works

  1. Transfer cash or other property to the University of Rochester
  2. The University of Rochester 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 the University of Rochester

More Information

Contact Us

University of Rochester
Office of Trusts, Estates & Gift Planning
Box 278799
Rochester, NY 14627-8799

 

1-800-MELIORA (1-800-635-4672)
Phone: 585-275-8894
Fax: 585-276-1986
E-mail: giftplanning@rochester.edu

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