FEATURE DEVELOPMENT & ALUMNI
We Win Now and Michigan Wins Later!
“We know a good deal when we see one. Charitable gift annuities are a win–win. It is a good way for us to make a gift that will provide support to programs at the University that are important to us. And we will receive guaranteed income for life. Plus, we receive a nice tax deduction.”
Benefits of a charitable gift annuity with the University of Michigan include fixed income for life, an income tax deduction, and reduced capital gains tax—not to mention the support of students, faculty, and programs! Your age(s) and the current gift annuity rates determine what Michigan can offer you. Please contact us for a personal proposal tailored to your circumstances.
Annual Payout Rates Example Effective July 1, 2009
—Margaret and Howard Fox, John Monteith Legacy Society Members
To learn more about charitable gift annuities and other giving opportunities and solutions, visit www.giving.umich.edu/planning or call the Office of Gift Planning at 866-233-6661.
28 · University of Michigan School of Social Work
One Beneficiary Two Beneficiaries Age Rate Ages Rate
70
5.7%
70/70
5.2%
75
6.3%
75/75
5.6%
80
7.1%
80/80
6.1%
85
8.1%
85/85
7.0%