|
Welcome to Michigan Tech
Thank you for your interest in Michigan Technological University. Our hope is to serve you and your family with helpful information. We have an increasing number of alumni and friends at Michigan Tech who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
| Personal Planner | Chronic Illness – Care of Your Person
 If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, multiple sclerosis (MS) or other types of chronic diseases. More ... |
Benefits for Family and Michigan Technological University
We offer several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
 | Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Eric J. Halonen
Director of Major Gifts and Gift Planning |
Thanks for visiting us! I would be very pleased to help you. Simply click here to email me.
|
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We would be pleased to assist you in providing your clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact ehalonen@mtu.edu.
If you are a professional advisor, you may take the following steps on this site.
|
