• 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

Creating YOUR LEGACY

One of the most effective and simplest ways you can support the University of Michigan is by including a gift in your will. Also known as a charitable bequest, a gift made through your will can benefit both you and the causes most important to you.

WHY MAKE A CHARITABLE BEQUEST? HERE ARE SOME BENEFITS:


  • A bequest is flexible. You can make a gift today by including a provision in your will and change your mind at any time in the future.

  • With a bequest, you can designate as much or as little as you want to the university through your will without impacting your lifestyle today.
  • You may continue to make use of your assets (your home, stocks, retirement accounts, etc.) during your lifetime.
  • It typically costs you nothing to add a charitable bequest to your first will or at a later date when you update your plan.
  • If you have a taxable estate (over $5.49 million in 2017), your estate may benefit from estate tax savings. This means you can give more of your estate to your family.
  • You can create a legacy by which to be remembered through bequest giving. Please let us know if you have already included Michigan in your plans so that we can recognize you as a member of the John Monteith Legacy Society.

Whether or not you include the university in your plans, it is important for you to have a will written by qualified counsel.

 

HERE ARE SOME REASONS TO CREATE A PLAN FOR THE FUTURE:


WITH A WILL

WITHOUT A WILL

You can provide for your family, friends, and the causes that mean the most to you.

Everyone must guess what you intended for your estate.

Probate is made easier because your intentions are clear.

Probate can be burdensome, if not contentious, for family and friends.

You write your legacy by which you will be remembered.

Your legacy is written by others (including the state in which you reside) or not written at all.

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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.