Planned Giving

Many forms of charitable giving can become part of your estate planning. Through planned giving, you can help the School offer future generations the best academic experience possible, while receiving tax advantages and possible lifetime income streams for yourself and/or your beneficiaries.

For general information about planned giving options, please contact the Development Office at 734-763-5775.

Charitable Gift Annuities

Charitable gift annuities allow you to give money to the Ross School and earn guaranteed income and tax benefits at the same time. (Please note: This option is not yet available in all 50 states.) To read more go to http://www.giving.umich.edu/howto/planning/ways-to-give.html.

Questions about charitable gift annuities? Please contact the Development Office at 734-763-5775.

Charitable Remainder Trusts

Charitable remainder trusts are an attractive option for those who wish to make a substantial gift to the Ross School and receive tax advantages as well as a lifetime income stream. To read more go to http://www.giving.umich.edu/howto/planning/charitable-trusts.html.

Questions about charitable remainder trusts? Please contact the Development Office at 734-763-5775.

Charitable Lead Trusts

Charitable lead trusts allow you to transfer assets to your children (or other beneficiaries) while the income from those assets goes to the Ross School, giving you tax savings. The trusts last for a chosen period of years, after which the assets become available to you. To read more go to http://www.giving.umich.edu/howto/planning/ways-to-give.html.

Questions about charitable lead trusts? Please contact the Development Office at 734-763-5775.

Donor Pooled Income Funds

Donor pooled income funds can help you avoid capital gains taxes and receive the tax benefits of a charitable gift. Established by the University, the fund pools contributions from different donors and is invested and managed by financial experts retained by the University. The minimum gift amount is $10,000. To read more go to http://www.giving.umich.edu/howto/planning/ways-to-give.html.

Questions about donor pooled income funds? Please contact the Development Office at 734-763-5775.

Retirement Asset Options

Retirement asset options help you distribute funds to your heirs and to charitable organizations while minimizing the tax on those assets. You can make a gift to the Ross School and still provide income for your heirs. Read more at http://www.giving.umich.edu/howto/planning/ways-to-give.html.

Questions about retirement asset options? Please contact the Development Office at 734-763-5775.

Bequests

Bequests are gifts made through your will. For many people, a bequest offers the best opportunity to make a more substantial gift to the Ross School. The tax benefits also can be attractive. Read more at http://www.giving.umich.edu/howto/planning/ways-to-give.html.

Questions about bequests? Please contact the Development Office at 734-763-5775.