What reasons have previous donors given for doing a G.A.?
Here are some of the reasons that donors have indicated: • A large portion of my portfolio consisted of a single highly appreciated stock. I wanted to diversify, but I did not like the idea of having to pay all of the capital gains tax I would incur if I sold the stock. The G.A. reduced that liability and I got a deduction. • My portfolio consisted entirely of stocks. I wanted to have a fixed income mix. The G.A. would let me obtain that and help UF at the same time. • I had an employee who assisted me for a number of years, but did not have much in the way of retirement assets. It gave me another way to express my appreciation to that person. • I wanted to provide monies for my parents, to ensure that they were not concerned how they would afford to live. The gift annuity allowed me to do that for them and to still have some tax advantages. • I wanted to make sure my heirs are provided for and the G.A. seemed like a way I could ensure the heirs would have a guaranteed cash flow for th
