Gifts that Give Back

Life Income Gifts

You don't have to give up income in order to support Jewish life on campus. There are several ways that you can transfer assets to the UA Hillel and receive payments in return, either for life or a term of years. Life income gifts can be made during one's lifetime, or at death to benefit one's heirs, and offer a variety of financial, tax, and estate planning benefits. 
 
Donors who contribute highly appreciated assets which have little or no annual yield can increase their current income while making a significant gift to support Jewish campus life.

The benefits of making a life income gift to the UA Hillel include:
Income for life (or a term of years) for you and/or persons you choose 

•  Diversification of and potentially higher rate of return on your investments 
•  An immediate federal charitable tax deduction 
•  Avoidance of capital gains tax 
•  Potentially reduced estate taxes 
•  The satisfaction of supporting Jewish life on campus

There are two ways to make a life income gift to the UA Hillel Foundation:

•   Charitable Gift Annuities - Provide a gift to UA Hillel in exchange for a fixed annual payment.
•   Charitable Remainder Trusts - Transfer assets to a trust and receive income for life or a fixed period.

The information on this Web page is for illustration purposes only and should not be considered legal, accounting, or other professional advice. The actual benefits of your gift may vary depending on your individual circumstances. The UA Hillel's development professionals would be happy to assist you and your advisors in determining the best gift plan for you.

If you have questions or would like to learn more about making a gift of life income, you may contact Michelle Blumenberg at (520) 624-6561 or via email.