Charitable Gift Annuity - Deferred

DGA Diagram

How It Works

  • You transfer cash or securities to University Hospitals.
  • Beginning on a specified date in the future, UH begins to pay you, or up to two annuitants you name, fixed annuity payments for life.
  • The remaining balance passes to UH when the contract ends.

Note:

  • Beneficiaries must be at least 55 to begin receiving payments.
  • The minimum gift requirement is $10,000.

Benefits

  • Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
  • You can target your annuity payments to begin when you need them, such as retirement or when a grandchild needs help with tuition payments.
  • The longer you defer payments, the higher the effective rate you will receive.

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To find out more about how you can
make a difference at UH, contact us:

216-983-2200
UHGiving@UHhospitals.org

University Hospitals
11100 Euclid Avenue,
Mailstop MCCO-5062,
Cleveland, Ohio 44106.