Gift Annuity

A Gift Annuity is a simple contract between a donor and Temple University. In exchange for an irrevocable gift of at least $5,000, Temple agrees to pay a fixed annuity to up to two individuals for life. When the contract ends, the remaining funds transfer directly to support the area of your choosing at Temple.

 "My gift annuity is a two-way street. I happened to have an asset at the time that fit right into the program. It's a win-win situation. It gives me a guaranteed income for life. I saved on capital gains and estate taxes. More importantly, it does good things for Temple and will make a difference for the university and future generations of students." 
                -Vernon C. Cox, SBM '40, '51

Benefits to Donor
• Immediate charitable tax deduction calculated when the gift is established
• Reduce capital gains tax when donating appreciated securities
• Portion of income is tax-free
• Recognition in Temple’s Acres of Diamonds Circle

Benefits to Temple
• Temple receives the remainder to support the area of your choice

Income
• Yes, fixed income calculated when establishing the annuity
• One or two income beneficiaries for life

For donors who …
• Want a predictable rate of income

Establish this arrangement with …
• Cash
• Appreciated Securities
• Other easily transferable assets
• A minimum of $5,000

View Gift Annuity examples.

For more information on Gift Annuities and to see a sample Gift Annuity illustration that is personalized to your particular circumstances, please contact us.