Charitable Gift Annuity

Gifts That Pay You Income

Support the University of Dayton with a charitable gift annuity and feel confident that you have dependable income in your retirement years.

With a charitable gift annuity you agree to make a gift to the University 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.

You can also qualify for a variety of tax benefits depending on how you fund your gift. If you fund your gift annuity with cash or appreciated property, you may qualify for a federal income tax deduction if you itemize. In addition, you can minimize capital gains taxes when you fund your gift with appreciated property like stocks or mutual funds.

And now, you can fund your gift using your IRA assets. If you are 70½ and older, you can make a one-time election of up to $53,000 to fund a gift annuity. While your gift does not qualify for an income tax deduction, it does escape income tax liability on the transfer and count toward all or part of your required minimum distributions.

Gifts That Pay

Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.

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

Nine Girls. One House. Countless Lives Impacted.

Pat Kuss '66 and her roommatesWhen Pat Kuss '66 and her roommates set up the 321 Scholarship, they intended to pass on the best of their college experience to others. The roommates named the scholarship "321" after the Kiefaber Street address where they lived. She and her husband, Ted, chose a charitable gift annuity (CGA) to make their gift because they wanted to make a significant impact on while also having the security of a reliable income in retirement. CGAs can help accomplish both goals. As Kuss explained, “We believe at UD we rise with the help of others and we wanted to continue to provide the type of community and hands-on experiences my roommates and I had to future students.” Read more of her story

Calculate Your Benefits

Input a few details and see how a charitable gift annuity can benefit you.

See My Benefits

Personal Estate Planning Kit

Our Top Free Resource

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

Download My Kit

Next Steps

  1. Contact Matt Borden, J.D., M.P.A. at 937-229-4484 or mborden1@udayton.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with the University.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the University in your plans, please use our legal name and federal tax ID.

Legal name: University of Dayton
Address: 300 College Park, Dayton, OH 45469-7053
Federal tax ID number: 31-0536715

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.

Personal Estate Planning Kit

Our Top Free Resource

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

Download My Kit