Charitable Gift Annuity

Gifts That Pay You Income

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

With a charitable gift annuity you agree to make a gift to USF and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work.

This type of donation can provide you with regular payments for life and allow USF to further our mission. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction if you itemize.

Plan Now, Benefit Later

Your payments depend on your age at the time of the donation. If you are younger than 65, we recommend that you learn more about your options and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.

In the chart you will see recommended rates from the American Council on Gift Annuities, which most nonprofit organizations follow. Check with our office of gift planning for current rates and applicable ages for charitable gift annuity eligibility. If you reside in New York, please contact us directly as your rates may vary slightly. Please be advised that we do not offer charitable gift annuities in Hawaii.

One Recipient
Age Rate
65 4.8%
70 5.3%
75 6.0%
80 7.0%
85 8.1%
90+ 9.1%
Two Recipients
Ages Rate
65/65 4.3%
70/70 4.8%
75/75 5.2%
80/80 5.9%
85/85 6.9%
90/90 8.6%

*Based on a 3.6% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

Please provide the following information to view the brochure.

Deferred Gift Annuity Request Form
First name is required
Last Name is required
Please include an '@' in the email address

See How It Works

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Charitable Gift Annuities: Gifts That Give Back.

An Example of How It Works

Girl in her cap and gown Dennis, 75, and Mary, 73, want to make a contribution to USF but they also want to ensure that they have dependable income during their retirement years. They fund a $25,000 charitable gift annuity with appreciated stock that they originally purchased for $10,000.

Based on their ages, they will receive a payment rate of 5.1%, which means that they will receive $1,275 each year for the remainder of their lives. A portion of the income may be tax-free. They’re also eligible for a federal income tax charitable deduction of $10,217* when they itemize. When funding a gift annuity with long-term appreciated stock, there is a potential for capital gains tax savings.

*Based on a 3.6% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

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Next Steps

  1. Contact Office of Gift Planning at (415) 422-4163 or giftplanning@usfca.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with USF.
  2. Seek the advice of your financial or legal advisor.
  3. If you include USF in your plans, please use our legal name and federal tax ID.

Legal name: University of San Francisco
Address: 2130 Fulton St., San Francisco, CA 94117
Federal tax ID number: 94-1156628

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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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