• IRA Rollover
  • Impact our future through planned giving

    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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The Benefits of MERS

A Way to Give and Receive

This opportunity, known as the Michigan Endowment Return Strategy, or MERS, provides benefits in addition to the traditional charitable remainder unitrust benefits, including the following:

  • Expected out-performance over a long-term horizon with reduced market volatility.
  • Based on the endowment's past performance, it is possible that MERS may reduce higher beneficiary payments over the long run and a larger benefit for Michigan.
  • Access to sophisticated investment management and asset diversification.

Why Invest in MERS?

The primary advantage of MERS over other investment strategies is the expected out-performance of Michigan's endowment portfolio over a long-term horizon with reduced market volatility resulting in higher beneficiary payments over time and a larger benefit for Michigan. As with most investment opportunities, we need to remind you that past results do not guarantee future returns. Please contact the Office of Gift Planning to learn more about how the Michigan Endowment Return Strategy might fit as part of your current and long-term philanthropic and financial plans

How MERS Works

A donor makes a gift of cash or marketable assets, receives a charitable deduction, and an annual income stream. The assets are invested in a separate trust. The payments may increase over time to protect against inflation. The donor directs how the proceeds will be used.

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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.