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Home >  Giving >  Gift Annuity > 
A Superior Risk-Free Return on Your Savings    

MUM’s gift annuities are fully guaranteed by major insurance companies rated “Superior” by A.M. Best, including:

 

COMPARE

Annual Return on Investment

Guaranteed Quarterly Payments

Guarantor’s Financial Strength Rating of Superior

Tax-Free Income & Deduction

Supports MUM Expansion

MUM Gift Annuity
Best of Both Worlds

4.40%1

Yes

Yes

Yes

Yes

5-Year Jumbo CD

0.83%2

No

Some

No

No

5-Year T-Bond

1.73%3

No

Yes

No

No

  1. Return for person age 60 on a single-life annuity. Rates range from 3-9% depending on age and whether for one or two people.
  2. Source: Bankrate, US national average, 1/8/14.
  3. Source: Bankrate, 1/8/14.

 How it works:

  • You make a donation for an annuity (min. $10,000) 
  • You receive quarterly annuity payments at a rate much higher than other secure investments such as CDs and Treasury bonds
  • Payments continue throughout your lifetime – and if applicable, your spouse’s as well
  • Your income is fully guaranteed by a top-rated insurance company
  • You receive major tax benefits
  • A major portion of your annuity income is tax-free

Check our user-friendly calculator to see your annuity rate and tax benefits, and visit our FAQ.

For more details, contact Nick Rosania or David Todt at 641-472-1180, or email us at annuity@mum.edu


 
 
 
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