Navigation
Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Mobile Video Button

Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to benefit the University of New Mexico that can provide you with a secure source of fixed income for life.

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

Benefits of a charitable gift annuity

  • Receive fixed payments to you and/or another annuitant you designate for life. The minimum age for an annuitant is 55.
  • Receive a charitable income tax deduction for the charitable portion of the annuity.
  • Benefit from payments that may be partially tax-free.
  • The remainder of the annuity supports a program of your choice at the University of New Mexico.

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support University of New Mexico.

  1. You transfer a minimum of $15,000 in cash or securities to the University of New Mexico Foundation.
  2. In exchange, the Foundation promises to pay fixed payments to you or the person you designate for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be supporting an area of your choice at the University of New Mexico.

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.

Gift Annuity rates for Immediate, Single Life Annuity

55 60 65 70 75 80 85 90
4.0% 4.4% 4.7% 5.1% 5.8% 6.8% 7.8% 9.0%

The University of New Mexico Foundation uses the rates set by the American Council on Gift Annuities. Rates are subject to change.

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.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown
© The UNM Foundation

© 2017 Crescendo Interactive, Inc. PRIVACY STATEMENT