Annuities
Gift Annuity
When you establish a Koch gift annuity, MIT pays you, your beneficiary, or both a fixed income for life.
Payments begin immediately, and are backed by the full faith and credit of MIT.
With an MIT gift annuity, you receive:
- A guaranteed fixed income for life
- An income tax deduction for a portion of the gift’s value
- Tax-free and/or tax-favored income
- No charge for professional investment and management services
- The satisfaction of supporting cancer research
For more information , please contact:
Judy Sager, Director of Gift Planning
617-253-6463
gift_planning@mit.edu
To request a personalized proposal, please use our electronic form.
| Sample One-Life Benefits for a $25,000 Gift | ||
|---|---|---|
| Age | Rate | Annual Income |
| 90 | 9.5% | $2,375 |
| 85 | 8.1% | $2,025 |
| 80 | 7.1% | $1,775 |
| 75 | 6.3% | $1,575 |
| 70 | 5.7% | $1,425 |
Deferred Gift Annuity
When you establish a Koch deferred gift annuity, MIT pays you or your beneficiary a supplementary future income.
Payments begin at the date you specify, and are backed by the full faith and credit of MIT.
With an MIT deferred gift annuity, you receive:
- A guaranteed future income for life
- An income tax deduction for a portion of the gift’s value
- No charge for professional investment and management services
- The satisfaction of supporting cancer research
For more information , please contact:
Judy Sager, Director of Gift Planning
617-253-6463
gift_planning@mit.edu
To request a personalized proposal, please use our electronic form.
| Sample One-Life Benefits for a $25,000 Gift With Payments to Begin at Age 70 | ||
|---|---|---|
| Age | Rate | Annual Income |
| 50 | 13.0% | $3,250 |
| 55 | 10.6% | $2,650 |
| 60 | 8.6% | $2,150 |
| 65 | 6.9% | $1,725 |
