Types of Gifts
The Michigan Tech Fund offers a wide range of gift planning options to benefit Michigan Tech's faculty, students, and programs – while also allowing you to take maximum advantage of federal tax laws to accomplish your financial and charitable goals.
Selecting the best gift plan depends on your personal financial situation, assets, and financial goals. The staff of the Office of Gift Planning will be happy to work with you and your professional advisors to guide you through the many options listed here and develop a gift plan that fits your priorities.
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Which gift plan is right for me? |
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| Appreciated Securities You can give a gift of marketable stocks, bonds, or mutual funds |
Life Insurance You may select Michigan Tech as a beneficiary of your insurance |
| Bargain Sale Gifts This involves selling property to Michigan Tech below its value |
Lead Trust Give investment income to Tech, with the remainder returned to your heirs |
| Cash Gifts A simple and convenient way to bring immediate results |
Personal Property Learn how to donate books, works of art, or other property |
| Charitable Bequests Learn how to include Michigan Tech in your will |
Pooled Income Fund Join other donors in a large investment fund |
| Charitable Gift Annuity A simple way to gain fixed income for life |
Real Estate Donate property for use by Michigan Tech |
| Charitable Remainder Trusts Give the tree, keep the fruit: receive income for life from a gift |
Retirement Plan Assets Give some of your retirement benefits to Michigan Tech |
| Life Income Gifts The general category of gifts that return an income to the donor |
Please contact our Executive Director of Gift Planning for personalized gift planning information:
Eric Halonen, CPA
Executive Director of Gift Planning
Telephone: 906-487-3325
Fax: 906-487-3488
Office hours: Mon.-Fri., 8:00 am - 5:00 pm
ehalonen@mtu.edu