A future gift to Michigan Tech

RetirementPlanAssets

A Future Gift to Michigan Tech

And Tax Savings for Your Heirs

After providing for yourself and your family, a gift of retirement plan assets can be a very tax-effective way to support Michigan Tech. You can designate for the Michigan Tech Fund to receive any remaining assets of your IRA, Keogh, TIAA-CREF, or other qualified pension or profit-sharing plan. By doing so, you maintain complete access to the assets during your lifetime, and any gifts that later come to Michigan Tech can be deducted from your taxable estate, possibly saving your heirs from significant estate and income taxes.

Your pension plan administrator or financial institution can provide you with the necessary form to designate the Michigan Tech Fund as successor beneficiary.

Contact the Office of Gift Planning for more information.

Benefits of Gifts of Retirement Plan Assets

  • Can reduce estate tax and potential income tax to heirs
  • No negative impact on your current assets
  • Gifts can be designated for the Michigan Tech program of your choice.
Michigan Technological University is an equal opportunity educational institution/equal opportunity employer.

Office of Development/ Michigan Tech Fund

Citizens Bank Building, 7th Floor
1400 Townsend Drive
Houghton, Michigan 49931-1295

Ph. 906-487-2310
Fax: 906-487-3145
Email: techfund@mtu.edu

Michigan Technological University

1400 Townsend Drive
Houghton, Michigan 49931-1295
906-487-1885

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