Deferred-Payment Gift Annuity

Deferred-Payment Charitable Gift Annuity Diagram

 How It Works

  1. Transfer cash or other property to CMU
  2. CMU guarantees to make lifetime payments—for up to two annuitants—beginning at a future date of your choosing

 Benefits

  • Guaranteed payments for life that are favorably taxed
  • When gift is funded with cash, part of payment will be tax-free
  • When gift is funded with appreciated property, part will be taxed as capital gain, part will be tax-free, and part will be taxed as ordinary income
  • Federal income-tax deduction for a portion of your gift
  • Gift will provide generous support for CMU

More Information

CONTACT US

Ted Tolcher
Assistant Vice President
Planned & Major Gifts
Advancement
(989) 774-1441
(800) 358-6903
ted.tolcher@cmich.edu

 

Central Michigan University
Carlin Alumni House
Mt. Pleasant, MI 48859

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