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