Supporting UTSA can be mutually rewarding

A Charitable Gift Annuity (CGA) can help you provide meaningful support to UTSA while providing you with income for life and leaving the remainder to UTSA for the purpose you choose. A CGA is a simple contract between you and UTSA and one that does not require an attorney. You can fund a CGA with cash, stock, or other assets such as savings accounts, money market funds or CDs. You’ll receive payments for life and a tax deduction for the year that you make the gift.

There’s a CGA option for everyone. If you’re still working, you can fund an annuity today and schedule to receive payments when you plan to retire. If you’re nearing retirement or already retired, you have the option of deferring your payments a bit longer or receiving them right away.

IRA > CGA Option

CAA 2023 allows for a one-time distribution to create a life-income gift, most commonly a charitable gift annuity (CGA), and charitable remainder unitrusts (CRT) or annuity trusts. This new type of QCD is a one-time maximum transfer of $53,000 to a qualified CRT, or in exchange with a charity for a CGA. *Important terms and conditions apply. Please contact our office or your financial advisor.

To see what a CGA would look like for you, contact us for a personalized illustration.

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CGA Sample Rate Chart

Sample one-life gift annuity rates, effective January 1, 2024