Gift Planning

How to Plan Your Gift

Welcome to Michigan Tech's GiftLegacy website for gift planning. Gift planning is the process of carefully selecting the best method and asset for making a gift to Michigan Tech. A planned gift enables you to assist the University in its mission of preparing students to create the future, while also reducing the tax burden of your income, capital gains, and/or estate.

How do I Get Started?

Selecting the best gift plan depends on your personal financial situation, your assets, and your financial goals. Our GiftLegacy website, which is updated on a weekly basis, is designed to assist you with gift planning—the information below will help you get started.

  • Decide your goals. Explore nine common goals for donors and our suggested giving options for accomplishing them.
  • Explore giving options. The Michigan Tech Fund offers a wide range of giving options to allow you to take maximum advantage of federal tax laws to accomplish your financial and charitable goals.
  • Leverage your gift. We offer ideas for increasing the impact of certain gifts, including endowed funds and appreciated securities.
  • Contact us. We will be happy to work with you and your professional advisors to develop a gift plan that leads to deep rewards for you and for future generations of Michigan Tech students and faculty.
  • Read our Foresight Newsletter. Donor support makes a huge impact on Michigan Tech's students, faculty, and programs. See our semiannual newsletter for donor stories, articles on charitable and estate planning, and more.
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to the University. Explore the many benefits of charitable gift planning.
Read Donor Stories
Your Family Letter - Memorial Services
Personal Planner
A family letter is a key part of a good estate plan. It is much more personal than many of your estate documents. A...
Gift Planning Calculator
Gift Planning Calculator
View a presentation that shows the benefits of a planned gift. Discover new ways to meet your goals through charitable giving.
Create a Personalized Presentation