Two Great Locations, One Organization

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. Click here to learn more about planned giving to the University of Michigan or contact Meredith Olson at merolson@umich.edu, 734-647-7847.

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.

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