Centralight

Centralight Fall 2014

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Receive income in return from your gift to CMU. Support future This charitable gift annuity will provide: • Fixed, lifetime income • Tax-free income • Immediate charitable income tax deduction • Possibility of more spendable income • Continued support for future students In exchange for your gift, CMU will agree to pay you a fixed payment for the rest of your life. The amount paid is determined by your age. A minimum of $5,000 is required to establish this gift plan at CMU. The charts illustrate the current rates available. For more information Ted Tolcher, Interim Vice President Development and Alumni Relations 800-358-6903 tolch1e@cmich.edu Annuity Rates: Two Recipients 50 3.8% 55 4.1% 60 4.6% 65 4.9% 70 5.2% 75 5.6% 80 6.1% 85 7.0% 50/55 3.9% 55/60 4.4% 60/65 4.8% 65/70 5.0% 70/75 5.3% 75/80 5.8% 80/85 6.5% 85/90 7.5% Same Age Annuity Rate Different Age Annuity Rate giftplanning.cmich.edu Annuity Rates: One Recipient 50 4.4% 55 4.8% 60 5.0% 65 5.3% Recipient's Age Annuity Rate Recipient's Age Annuity Rate 70 5.7% 80 7.1% 85 8.1% 90+ 9.5% generations of CMU students This charitable gift annuity will provide: • Fixed, lifetime income • Tax-free income • Immediate charitable income tax deduction • Possibility of more spendable income • Continued support for future students In exchange for your gift, CMU will agree to pay you a fixed payment for the rest of your life. The amount paid is determined by your age. A minimum of $5,000 is required to establish this gift plan at CMU. The charts illustrate the current rates available. For more information Ted Tolcher, Associate Vice President Development and External Relations 989-774-1441 • 800-358-6903 tolch1e@cmich.edu Support future of CMU students Receive income in return from your gift to CMU giftplanning.cmich.edu Annuity Rates: One Recipient Annuity Rates: Two Recipients Same Age 50 55 60 65 70 75 80 85 Different Age 50/55 55/60 60/65 65/70 70/75 75/80 80/85 85/90 Annuity Rate 3.1% 3.5% 3.9% 4.2% 4.6% 5.0% 5.7% 6.7% Annuity Rate 3.3% 3.7% 4.0% 4.4% 4.8% 5.3% 6.1% 7.3% Recipient's Age 50 55 60 65 Recipient's Age 70 75 80 85+ Annuity Rate 3.7% 4.0% 4.4% 4.7% Annuity Rate 5.1% 6.8% 7.8% 9.0% CMU is an AA/EO institution, providing equal opportunity to all persons, including minorities, females, veterans and indi- viduals with disabilities (see cmich.edu/ocrie). Produced by CMU University Communications and printed by CMU Printing Services. UComm 9109 (7/14)

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