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Request a Calculation

1. Select the type of gift(s) in which you are interested

Outright
Bequest (gift by will)
Charitable gift annuity
Support the University of Michigan and receive a fixed income for life.
Deferred charitable gift annuity
Support the University of Michigan and receive a deferred-income stream.
Charitable remainder unitrust
Support the University of Michigan and receive a variable-income stream.
Charitable remainder annuity trust
Support the University of Michigan and receive a fixed-income stream.

2. Select the type of asset(s) in which you are considering funding the gift:

Cash
Securities (stocks, bonds, mutual fund shares)
Real estate
Other (please specify)

3. Gift amount and cost basis:

Enter the dollar amount of the gift you are considering:
 
Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:

4. Age(s) or birth date(s):

Enter the age or birth date for each beneficiary
 
Beneficiary 1:
Beneficiary is someone other than me or my spouse.
 
Beneficiary 2:
Beneficiary is someone other than me or my spouse.

5. Your information:

*Name:
Occupation:
Address:
City:
State/Province:
Postal Code:
Country:
*E-mail:
Phone:
 
Questions or Comments:
Contact Us

Office of Planned Giving
University of Michigan Office of University Development
734-615-2022 • toll free 866-233-6661 • Contact Us
Disclaimer

The University of Michigan OFFICE OF DEVELOPMENT
Wolverine Tower • 3003 South State Street, Suite 9000 • Ann Arbor, Michigan 48109-1288
phone: 734-615-2022 • fax: 734-647-6100 • e-mail: giving@umich.edu

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