Charitable Insured Annuity

With your purchase of a charitable insured annuity, a portion of your annuity income will be used to fund an insurance policy for which UBC is the named owner and beneficiary.

Benefits of a Charitable Insured Annuity include:

• Receiving guaranteed, regular payments for the rest of your life that are largely tax-free
• Providing for a significant future gift to UBC
• Knowing that the premiums paid on the insurance policy are tax creditable to you and will boost your after-tax income now and in the future as long as premiums are being paid.

For more information about charitable insured annuities, please contact Awards and Gift & Estate Planning, or fill out our online reply form.