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Deduction Calculator

Gift Calculator

Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.

  • Gift Annuity
    The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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  • Annuity Trust
    An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
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  • Annuity Trust for Term of 1 – 20 Years
    An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.
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  • Deferred Gift Annuity
    The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.
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  • Lead Annuity Trust for Term of 1 – 35 Years
    This lead annuity trust pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.
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  • Lead Unitrust for Term of 1 – 35 Years
    This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.
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  • Unitrust
    The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.
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  • Unitrust for Term of 1 – 20 Years
    A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.
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Beneficiary Designations Language

All beneficiary designations should be made to "the Board of Regents of The University of Texas System for the use and benefit of The University of Texas Health Science Center at San Antonio. This gift shall be used for the further benefit of [College, School, Department] and shall be used to _________________."

View and download:
   Sample Bequest language
   Sample Beneficiary language
   Estate Intention Letter

Charitable Gift Annuity
Single Rates from the American Council of Gift Annuities

Age Rate
60 4.40%
65 4.70%
68 4.90%
70 5.10%
72 5.40%
74 5.70%
76 6%
78 6.40%
80 6.80%
82 7.20%
84 7.60%
86 8%
88 8.40%
90 9%

CGA's are also available for two lives and can be deferred

UT Health Science Center San Antonio

Office of Institutional Advancement, MC – 7835
7703 Floyd Curl Drive
San Antonio, Texas 78229-3900
Phone: 210-567-5001 | Fax: 210-567-3156
giftplanning@uthscsa.edu

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