Planned Giving

Gifts that pay you income


Gifts that pay you income

When you create a charitable gift annuity with the OU, you and/or a loved one receive guaranteed fixed quarterly payments for life. The remainder of the annuity passes over to the OU as part of your legacy. This win-win situation means that you can partner with the OU and at the same time have enough income for yourself and your loved ones.

Key Benefits of Annuity

1. You receive a charitable income tax deduction in the year of the donation.
2. Establishing a gift annuity with appriciated stock may reduce capital gains tax.
3. A gift annuity is a creative way to create your legacy, and at the same time, meet the long-term financial needs of a loved one.
4. If you don't need payments until later but want immediate tax savings, you may choose a deferred annuity.
5. Annuity payments are partially tax-exempt.
6. The older you are when your annuity begins, the higher your payment rate.

Next Steps

1 Contact our planned giving advisor
2 He will set up a meeting with you to discuss your legacy plans
3 He will guide you through the process of creating your charitable gift annuity, and he will answer any questions you may have
Contact our planned giving advisor

included the ou as part of your legacy?

Learn about the OU Legacy Circle