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Charitable Gift Annuity

Gifts That Pay You Income

There's a way for you to support The Juilliard School and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.

This type of donation can provide you with regular payments and can help Juilliard to train the next generation of performing artists. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize. Your payments depend on your age, and are set at the time of the donation.

Gifts That Pay

If you are younger than 65, or don't need your payments immediately, you can set up a deferred gift annuity, which allows you to delay receiving payments until a later date. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.

Please provide the following information to view the brochure.

Deferred Gift Annuity Request Form

See How It Works

An Example of How It Works

Couple smiling Mary, who is 82, wants to make a contribution to Juilliard, but also wants to ensure that she has a dependable income. She establishes a $25,000 charitable gift annuity with Juilliard. Based on her age, she will receive a payment rate of 7.7 percent, which means that she will receive $1,925 each year for the remainder of her life. She is also eligible for a federal income tax charitable deduction of $12,965* when she itemizes. Finally, she knows that after her lifetime, the remaining amount will be used to support the future of the performing arts at Juilliard.

*Based on annual payments and a 3.2 percent charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.

More Resources

Payments for Life

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.

View My Guide

Calculate Your Benefits

Submit a few details and see how a charitable gift annuity can benefit you.

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Next Steps

  1. Contact Lori Padua at 212-799-5000, ext. 7152 or lpadua@juilliard.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with Juilliard.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Juilliard in your plans, please use our legal name and federal tax ID.

Legal Name: The Juilliard School
Address: New York, NY
Federal Tax ID Number: 13-1624067

A charitable bequest is one or two sentences in your will or living trust that leave to The Juilliard School a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to The Juilliard School, a nonprofit corporation currently located at New York, NY, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Juilliard or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property, or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Juilliard as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Juilliard as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Juilliard where you agree to make a gift to Juilliard and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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