Planned and Estate Gifts
When you include Michigan Engineering in your estate plans, you help us develop leaders who will challenge the present and enrich the future.
There are a variety of options to consider when establishing your estate gift. Get started creating your legacy at U-M by learning about the different gift options available to you. We will work with you to find a charitable plan that lets you provide for your family and support future Wolverines.
Discuss your planned giving options by contacting our Senior Director of Advancement Anna Mann at (734) 763-8265 or [email protected].
Gifts through Bequest
A bequest is a simple designation in your will or living trust that specifies a future gift of cash, securities or tangible property to Michigan Engineering.
Charitable Gift Annuity
In exchange for a gift, the University of Michigan agrees to pay a fixed amount each year to one or two beneficiaries (annuitants) for life. When the donor passes, the University receives the gift to benefit the purpose previously determined by the donor.
Charitable Remainder Trust
Irrevocably transfer cash, securities or other property to a trust. Each year, the trust pays a percentage of its value to you and/or other designated individuals. At the end of the trust term, the remainder will benefit Michigan Engineering.
Charitable Lead Trust
Irrevocably transfer cash, securities or other property to a charitable lead trust. U-M receives annual fixed payments from the trust throughout its term. When the trust ends, the remaining assets are distributed to your heirs or others that you designate.
Gifts of Retirement Plans or Life Insurance
A retirement plan can be a tax-efficient and simple way of including Michigan Engineering in your estate plan. Simply name Michigan Engineering as a beneficiary on your plan’s beneficiary designation form.
Gifts of Appreciated Stocks, Bonds or Real Estate
Make an immediate gift by directly transferring stocks, bonds or other securities to the University of Michigan.
Explore
To explore these opportunities, contact the Office of Advancement