At MIT, our faculty and students are inventing

the future. They are pushing past the edges

of human understanding and taking on some

of the world’s greatest challenges. Through

innovative problem solving, these brilliant

minds and hands are delivering new knowledge,

new tools, and new solutions—and opening up

wild new frontiers.

When you make a planned gift to MIT, your generosity can

have an impact that spans generations. A planned gift enables

you to meet your financial goals while achieving your charitable

aspirations. With multiple planned giving vehicles available,

there are many ways you can create the future with MIT.

A planned gift to MIT could help you:

▪ Provide for loved ones

▪ Reduce or avoid taxes

▪ Establish your long-term philanthropic goals today

▪ Support MIT’s mission to advance knowledge and educate students

Gift Planning at MIT. Strategies to benefit you and MIT.

Talk to us

Our gift planning team has worked with thousands of alumni and friends of the Institute, and their advisors to craft planned gifts, including gifts that are personal, practical, and transformational. For more information, please contact the MIT Office of Gift Planning at giftplanning@mit.edu or 617.253.4082 for a confidential discussion.

Bequest Intention

A bequest is a gift created now, in your will or living trust, and given at the end of your life. Also included in this category are gifts made by beneficiary designation—such as the proceeds from a retirement plan or life insurance policy—or direct payment from a donor-advised fund or financial account.

MIT credits bequest intentions to the MIT Campaign for a Better World, assuming the crediting policy guidelines are met. Learn more at giving.mit.edu/bequests.

Charitable Gift Annuity

With a minimum gift of $20,000, the charitable gift annuity (CGA) is one of the most accessible planned giving options for MIT alumni and friends. Establishing a CGA allows you to take a partial income tax charitable deduction in the year of your gift and receive a fixed income for life. The annuity income is taxed at a “blended” rate of part ordinary, part tax-free, and part capital gain, depending on the original funding asset. Learn more at giving.mit.edu/cga.

Charitable Remainder Trust

A charitable remainder trust (CRT) is a gift arrangement in which you make an irrevocable gift of $100,000 or more into a trust and generate an income stream for yourself and/or other beneficiaries. The term of the trust can extend throughout the lives of the income beneficiaries or can be for a term of up to 20 years. At the end of the trust’s term, the remainder becomes available to MIT, for the purpose you have selected. Learn more at giving.mit.edu/crt.

Real Estate

A gift of real estate can be a good option for donors who own appreciated property and are financially able to make an irrevocable gift of the property. A gift of real estate may also meet your requirements if you need or want to turn that asset into income for yourself or others, and/or if you could benefit from tax savings. We encourage you to discuss these options with your own qualified advisors. Learn more at giving.mit.edu/realestate.

This information is not intended to provide legal, tax, or financial advice. 15225/0418

T H E

Kathar ine Dexter McCormickS O C I E T Y

In the long history of giving to MIT, planned

gifts and bequests have been the largest source

of income for MIT’s endowment. In 1994, MIT

established the Katharine Dexter McCormick

(1904) Society (KDMS), to honor those donors

who continue this practice.

The society is named for Katharine Dexter McCormick, who was one of the most generous individual benefactors in MIT’s history, and her largest gift came as a bequest.

MIT invites alumni and friends who share Katharine Dexter McCormick’s commitment to the Institute to consider joining KDMS by creating a planned gift.