• 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

Gift Options


Planned Giving helps you meet your personal, financial and estate planning goals by making a lifetime or testamentary charitable gift. Learn about the benefits below.

Bequests

  • Document 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...
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  • Bequests and Estate Plan Gifts
    A charitable bequest is one of the easiest ways you can leave a lasting impact on University of Michigan. A bequest may be made in your will or trust directing a gift to University of Michigan.
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Life Income Gifts

  • Charitable Gift Annuities
    Are you looking for a secure source of fixed income for now or your future? You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.
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  • Charitable Remainder Unitrusts
    You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property. Or perhaps you recently sold property and are looking for a way to save on taxes this year and plan...
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  • Charitable Remainder Annuity Trust
    You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property. Or perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement.
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Other Types of Gifts

  • Charitable Lead Trusts
    If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.
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Assets to Give

  • IRA Rollover
    On December 17, 2015, the House of Representatives passed a tax extenders package. The package included a permanent extension of the IRA rollover. The Senate will take up the bill and, if passed, it will go directly to the President to sign the bill into law.
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  • Gifts of Stocks and Bonds
    A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to University of Michigan.
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  • Gifts of Real Estate
    A gift of your appreciated real property (such as your home, vacation property, vacant land, farmland, ranch or commercial property) can make a great gift to University of Michigan.
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  • Real Property Gifts
    Are you interested in selling real property to generate income, reduce the hassle of ownership, transfer ownership to family members, and support Michigan without realizing significant...
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Resources

  • Planned Gift Calculators
    Please select a presentation that shows the income and tax benefits for you. You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale.
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  • The Benefits of MERS
    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...
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  • What to Do with Unspent Retirement Savings
    Most of us hold retirement savings in IRAs, 401(k)s, 403(b)s, and pensions. If you are like many people, you've held these assets for a long time and have seen them grow. Because of the way these funds are distributed, you likely will not...
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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 © 2016 Regents of the University of Michigan
The University of Michigan Office of Development, 3003 South State Street, Suite 9000, Ann Arbor, MI 48109-1288

© 2016 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.