*The University of North Carolina at Chapel Hill Foundation, Inc. requires a minimum funding level of $20,000 for Charitable Gift Annuities. The Foundation generally follows the annuity rates recommended by the American Council on Gift Annuities (ACGA). The minimum age is 50 years or higher and payout rates are capped at the current ACGA rate for an 80 year old. CGA payments are guaranteed by the unrestricted assets of the Foundation. For any large CGA with respect to which the annual payment to the beneficiary is $30,000 or greater, a risk concentration analysis shall be performed prior to accepting the CGA.
The University of North Carolina at Chapel Hill Foundation does not accept charitable gift annuities in all states due to registration requirements. Please contact the Office of Gift Planning by phone 1-800-994-8803 or email our office firstname.lastname@example.org to learn if charitable gift annuities are accepted in your state.