Gifts That Pay You Income

Charitable Gift Annuities


Charitable Gift Annuities (CGAs) are a great way to support the MSUM Foundation while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.

You can make a substantial impact through the MSUM Foundation while you are receiving tax-favorable income for you, your spouse, and your children. Many supporters like charitable gift annuities because of their attractive payout rates and their significant impact.

Benefits to you include the following:

Payments can be made as you prefer on an annual, quarterly or monthly basis.

A portion of the payout will be tax-free.

You receive an immediate tax receipt for a portion of your gift.

Your gift passes to the MSUM Foundation outside of the estate process.

You create your legacy of transforming lives at the university and beyond.

Charitable Remainder Trusts


Income for life for you and your family while reducing your taxes and supporting the MSUM FoundationBy using assets or cash to fund the trust, you receive income and a tax credit the year in which you transfer your assets. The remaining portion of the trust, after all payments have been made, comes to the MSUM Foundation.

Benefits to you include the following:

You receive income for life for you or your heirs.

You receive a charitable income tax credit for the charitable portion of the trust.

You create your legacy of enriching the community and the lives of students through academics, athletics, arts, service and leadership opportunities.

"Gifts That Pay You Income", and other complimentary planning resources, are just a click away.

Your Giving Toolkit

Donate Now

Donor-Advised Funds

Sample Language for Your Will

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

Need assistance? We're here to help!

Jared Miller

Jared Miller

Managing Director for Principal and Major Gifts

MSUM Foundation
218-477-2423
jared.miller@mnstate.edu

This information is not intended as legal, accounting, or other professional advice. For assistance in planning your gift(s), please consult a lawyer and/or financial advisor for professional advice.