Charitable Gift Annuity

Gifts That Pay You Income

There's a way for you to support Union Institute & University and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.

This type of donation can provide you with regular payments and allow us to further our work. You can also receive a variety of tax benefits, including a federal income tax charitable deduction.

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.

Please provide the following information to view the brochure.

Deferred Gift Annuity Request Form

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.

View My Guide

An Example of How It Works

Couple smiling Dennis, 66, and Mary, 65, want to make a contribution to UI&U but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity.

Based on their ages, they will receive a payment rate of 4.3 percent, which means that they will receive $860 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $5,544* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.

*Based on annual payments and a 2.4 percent charitable midterm federal rate. Deductions vary based on income earned.

Watch How It Works

See How It Works

Next Steps

Take these steps to plan your gift

  1. Contact Carolyn B. Krause at 513-487-1165 or development@myunion.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with UI&U.
  2. Seek the advice of your financial or legal advisor.
  3. If you include UI&U in your plans, please use our legal name and federal tax ID.

Legal Name: Union Institute & University
Address: 440 E McMillan Street Cincinnati, OH 45206
Federal Tax ID Number: 31-0747997

Calculate Your Benefits

Submit a few details and see how a charitable gift annuity can benefit you.

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Personal Estate Planning Kit

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