Discover a Gift That Is Truly Win-Win
Charitable Remainder Trusts
Discover which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From 2 Win-Win Ways to Donate.View My Free Brochure
When you are looking for ways to help the University of Baltimore with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support UB's work while receiving fixed payments for life is a charitable gift annuity.
Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with UB you can receive a variety of tax benefits, including a federal income tax charitable deduction.
Delay Your Payments
If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.
Calculate Your Benefits
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- Contact Francena Phillips Jackson, M.A. ’94 at 410.837.4385 or email@example.com to talk about supporting UB by setting up a charitable remainder trust.
- Seek the advice of your financial or legal advisor.
- If you include UB in your plans, please use our legal name and federal tax ID.
Legal Name: University of Baltimore Foundation, Inc.
Address: 1130 N. Charles St., Baltimore, MD 21201
Federal Tax ID Number: 23-7036780
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.