• 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
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Gifts of Brokerage Accounts

A gift of your brokerage account, such as Fidelity, Schwab or Merrill Lynch, is an easy way for you to make a gift to U-M. Many people have assets remaining, undesignated, when they pass.

 
Gift of Brokerage Accounts
Brokerage Account
Michigan
Charity image

Here are some of the potential benefits:

  • The full appreciated value will pass to U-M.
  • You maintain control of the brokerage account assets during your lifetime.
  • You avoid probate with respect to your account holdings.

How to transfer your brokerage account assets

A transfer on death (TOD) plan will ensure that your account assets will come to U-M. Your brokerage firm can provide the appropriate beneficiary designation documents. Your estate may benefit from an estate tax charitable deduction.

scriptsknown

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

Copyright © 2018 Regents of the University of Michigan
The University of Michigan Office of Development, 3003 South State Street, Suite 9000, Ann Arbor, MI 48109-1288

© 2018 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.