Planned Giving

Deferred-Payment Gift Annuity

Deferred-Payment Charitable Gift Annuity Diagram

How It Works

  1. Transfer cash or other property to UTIA
  2. UTIA agrees to make payments for the life of one and up to two annuitants (payments are backed by our entire assets)
  3. The balance of the transfer inures to UTIA

Benefits

  • Payments for life that are favorably taxed
  • When gift is funded with cash, part of payment will be tax-free
  • When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for UTIA

More Information

Contact Us

Angelia M. Nystrom, JD, LLM
Executive Director of Specialty Programs
Phone: 865-974-7423
Email: anystrom@tennessee.edu

 

Dr. Keith Barber
Vice Chancellor of Institutional Advancement
Phone: 865-974-5779
Email: kbarber@utfi.org

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Together We Grow is a historic campaign for the University of Tennessee Institute of Agriculture. It will take all of us to grow. Together, we can impact tomorrow.