Planned Giving

Planned Giving allows you to leave a lasting legacy to a well-loved place while helping you meet your personal, financial, and estate planning goals.

or contact Meredith Olson at merolson@umich.edu, 734-647-7847.

PLANNED GIVING SPOTLIGHT – RICHARD & DEANNA DORNER

Richard and Deanna Dorner love living in Ann Arbor and participating in the vast amount of arts and cultural activities at the University of Michigan, including programs at Matthaei Botanical Gardens & Nichols Arboretum. They have been members of Matthaei-Nichols for over two decades, and Deanna served on the Matthaei Friends board several years ago. She fondly remembers being an encouraging force to increase philanthropy at Matthaei.

The Dorners believe it is important to invest in local non-profit organizations to encourage robust programming for the community. When it came time to fulfill their own philanthropic goals, they did not want to choose between their many passions. By establishing a charitable gift annuity (CGA) Richard and Deanna were able to make a sizable gift in support of six units at the University of Michigan, while receiving a fixed stream of income each year for life.

By investing in a CGA, the Dorners are also making an investment in the community programming that has enriched their lives so deeply while living in Ann Arbor.

HOW TO GIVE

Bequests and estate plan gifts

A charitable bequest is one of the easiest ways you can leave a lasting impact on University of Michigan. You designate Matthaei Botanical Gardens and Nichols Arboretum as the beneficiary of your asset by will, trust, or beneficiary designation form.

IRA rollover

Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.

Beneficiary designation gifts

You can designate us as a beneficiary of a retirement, investment, or bank account, or your life insurance policy.

Charitable Gift Annuities

You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

Charitable Remainder Unitrusts

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

Charitable Lead Trusts

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Click here to learn more about planned giving to the University of Michigan.