Creating a deferred gift now will benefit Michigan Tech later. There are a variety of ways to plan your gift—what makes the most sense for you?
Deferred Pledge
Make a pledge today, and make cash payments in the future! Visit our online giving page and select "Establish an ongoing gift"
Your Benefits
- Make payments on a pledge at your convenience
Bequest in a Will or Trust
Provide in your will or living trust for a gift to be made to the Michigan Tech Fund after your death
Your Benefits
- No impact on assets during your lifetime
- Potential estate tax reduction
Retirement Plan Assets
Name the Michigan Tech Fund as a beneficiary of your IRA, 401(k), or other qualified pension or profit-sharing plan
Your Benefits
- No impact on assets during lifetime
- Potential estate and income tax reductions to heirs
Life Estate Gift
Transfer property by deed to the Michigan Tech Fund but retain use of the property for life
Your Benefits
- Immediate income tax deduction based on current value of property
- Avoidance of capital gains and estate taxes
Life Insurance
Name the Michigan Tech Fund as the owner and beneficiary of an existing or a new policy
Your Benefits
- Potential immediate income tax deduction for cash value of existing policy
- Income tax deductions for premiums paid by you on existing or new policies