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