There are several options for supporters interested in investing in the future of UDS while receiving income. Charitable Gift Annuities (CGA), Charitable Remainder Trusts (CRT) or Charitable Gift Trusts are just a few of the income-generating options our supporters choosing to make a generous contribution to UDS.

Charitable Gift Annuities (CGA)
A CGA is a legal contract between a donor and a charity. You make a non-revocable gift – such as cash or other assets – to UDS. UDS invests the money and pays you back a fixed annual income – now or at a future date. If you fund your gift annuity with cash, a significant portion of the annuity income will be tax-free. If you make a gift from your appreciated securities, you’ll avoid a portion of the capital gains tax.

Charitable Remainder Trust (CRT)
A CRT is a great way to support UDS and reduce your taxable income. You donate assets to an irrevocable trust, naming UDS as the remainder beneficiary and yourself or someone else as the income beneficiary. UDS invests the trust assets and the trust makes annual distributions to you or your designated income beneficiary for life. In doing so, you avoid capital gains on the sale of your appreciated assets.

For more information
Want to learn more about Gifts That Pay You Income? Contact Larry Aubrey, Director Major Gifts at (717) 715-8763 or LarryA@udservices.org.