In these days of low market interest
rates, you can get a higher income with the NYU Charitable Gift
Annuity – and make a gift to the College of Dentistry.
For a gift of as little as $5,000, the University
will pay you a high fixed annual income. The income will be paid
to you – and/or another person you designate – for life, after which
the College will use the remaining gift assets for the purpose you
specify. Your income is secure, backed by the assets of NYU, and
it will be paid at an attractive rate, particularly if you compare
it to what CDs and bonds are paying these days.
A charitable gift annuity is a tax-wise strategy,
too. You obtain an income tax deduction, and if you make your gift
with appreciated stock, you avoid up-front capital gains tax. And
you will recognize advantageous tax treatment when you receive your
gift annuity income in the years ahead.
The NYU Charitable Gift Annuity can help you accomplish
personal and family financial objectives. Your gift can pay income
to you alone, or to your spouse or another individual as well. Your
income can begin immediately or at a specified date in the future,
such as your retirement. It’s rewarding, tax-wise and simple, and
it adds up to an intelligent investment for you and the College
of Dentistry.
How high are the NYU Gift Annuity Rates?
NYU pays gift annuity income at a rate determined by the age of
the income beneficiary at the time the gift is made. The following
chart illustrates our rates for annuities that pay income to one
person for life, with payments beginning immediately.
It’s simple to increase your income through the
NYU Charitable Gift Annuity. For illustrations of income and tax
advantages, please call us at 212-998-6960 or email us at gift.planning@nyu.edu.
| Age at
Date of Gift |
Income Rate |
| 70 |
6.5% |
| 75 |
7.1% |
| 80 |
8.0% |
| 85 |
9.5% |
| 90+ |
11.3% |
|