Gift & Estate Planning

  • Gift and Estate Planning
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Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Charitable Gift Annuity
Stock or Cash
Gift Annuity
Donor
MU
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Benefits of a charitable gift annuity

  • Receive fixed payments to you or another annuitant you designate for life
  • Receive a charitable income tax deduction for the charitable gift portion of the annuity
  • Benefit from payments that may be partially tax-free
  • Further the charitable work of Millersville University Foundation with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Millersville University Foundation.

  1. You transfer cash or property to Millersville University Foundation.
  2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
  3. You will receive a charitable income tax deduction for the gift portion of the annuity.
  4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax. Please contact us to inquire about other assets that you might be able to use to fund a charitable gift annuity.

Contact us

If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.

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get help with your gift plans

If you are interested in learning about ways you can support our organization or how to maximize the impact of your giving, we have a number of resources to assist you.
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tell us about your gift

If you have included or are considering including a gift to Millersville University Foundation as part of your estate plan or in the form of another gift, please let us know.
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