Receive income in return for your gift to CMU.
Beneficiary Age 70
75 80 85
Annual Payout Rates One
Rate
5.8% 6.5% 7.5% 8.4%
Beneficiaries Age
Two Rate
70/70 75/75 80/80 85/85
5.2% 5.7% 6.3% 7.4%
During retirement, Dale and Betty Burgess enjoyed the income they received in return for the charitable gift annuities they established at CMU. Betty, a former elementary school teacher and 1945 alumna, recently passed away but Dale continues to receive income from the four annuities they established.
These annuities that have provided regular income for Betty and Dale ultimately will provide the funding needed to establish the Betty Burgess Endowed Scholarship, which will support future teacher education students as well as ensure the Burgess family's legacy continues.
Dale and Betty Burgess
A charitable gift annuity will provide: • Tax-free lifetime income to one or two people • An immediate charitable income tax deduction • Possibility of more spendable income • Continued support for future students
Consider establishing your own charitable gift annuity at CMU today.
For more information Ted Tolcher, Assistant Vice President, Planned and Major Gifts Development and External Relations
CMU is an AA/EO institution (see cmich.edu/aaeo).
800-358-6903 • tolch1e@cmich.edu giftplanning.cmich.edu
