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    Impact our future through planned giving

    • Touch the lives of others while creating a lasting legacy
    • Find peace of mind through a wide variety of tax benefits
    • Help the University of Michigan achieve its goals for current and future generations
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Planned Giving

Documenting Your Bequest

Each year, many alumni and friends reveal that they have included the University of Michigan in their estate plans. Some provide details about their intentions, in effect "documenting" their generous future gifts for Michigan.

Learn how your estate plan can impact tomorrow's Victors!

Here are five good reasons why you should consider sharing and documenting your intentions with Michigan.

1. Your Wishes

Documenting your intentions will help ensure your wishes are met. With respect to designating a specific purpose or establishing an endowment, we will review or provide specific language. It also allows us to keep you apprised of new programs or developments that may impact your intention.

2. Designating a Purpose

If you have not yet designated a purpose, simply complete a letter of intent, gift agreement, or Declaration of Intent Form to document your wishes. We will confidentially keep copies of your bequest documents in our records for future reference.

3. Inspiring Others

Estate gifts are a crucial source of continuing support for the University. Upon documenting your bequest, the estimated value will count toward current fundraising goals while inspiring other alumni and friends to follow in your footsteps. In the Michigan Difference Campaign, $596 million of the $3.2 billion contributed was in the form of bequests and other planned gifts.

4. Appreciation and Recognition

Documenting your intentions will allow the University to recognize you now for your future gift. Upon documenting your bequest intention, you will automatically be enrolled as a member of the John Monteith Legacy Society. As a member of the John Monteith Legacy Society, you will be invited to special University events and will receive a UM memento of appreciation. If you wish, you may elect to decline membership. Additionally, you may remain anonymous and exclude your name from any donor listings.

5. No Obligation

By documenting your intentions, you are in no way entering into a legally binding or irrevocable gift agreement (unless you enter into a binding agreement for specific reasons). You retain the flexibility to change your plans should your circumstances or priorities change. As a courtesy, we kindly ask that you notify us should you update your plans for Michigan.

How To Document Your Bequest

To document your bequest, we humbly request the following items be sent to the Office of Gift Planning:

____ Completed Declaration of Intent Form and a copy of one of the following documents (if available):
____ portion of your will or trust document referencing the University of Michigan
____ portion of your beneficiary designation form with available pertinent plan information (plan type, name
        of account owner, plan administrator, most recent market value information)
____ signed gift agreement or gift letter detailing the use of your gift by Michigan


Please contact the Office of Gift Planning for specific bequest or endowment language. Our standard bequest language may be found on our website.

Documenting your bequest solidifies a lifelong relationship that allows you to participate in the planning for Michigan's future.

Go Blue!

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The University of Michigan has 501(c)(3) non-profit tax exempt status; our federal tax ID number is 38-6006309.

Copyright © 2017 Regents of the University of Michigan
The University of Michigan Office of Development, 3003 South State Street, Suite 9000, Ann Arbor, MI 48109-1288

© 2017 Crescendo Interactive, Inc. PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.