Contact

Melanie Zauel
Senior Director, Planned Giving & Leadership Gifts
Michigan Engineering
Office of Advancement
(734) 647-7093
2105 LEC
Charitable Lead Trust
How it Works
Irrevocably transfer cash, property or securities 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. U-M can serve as trustee.
Potential Benefits
- Make a generous gift to Michigan Engineering
- Receive income tax deduction in the year the trust is funded
- Avoid capital gains tax on transferred assets
- Pass assets to your heirs at low (or no) estate and gift taxes
This Might Interest You if You…
- Are interested in providing support to Michigan during your lifetime
- Are interested in a tax-effective way to transfer assets to your heirs
- May have highly-appreciated, low-yielding assets
How to Get Started
- Discuss this option with your financial advisor
- Contact Melanie Zauel to receive more information
- Learn More about Charitable Lead Trusts