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- Welcome to Gift Planning
- Types of Planned Gifts
- Assets to Give
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University Advancement
Office of Planned Giving
John Dodge House
507 Golf View
Rochester, MI 48309-4488
(248) 370-3698
Fax (248) 370-6141
giftplan@oakland.edu
Welcome to Planned Giving
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Oakland University.
We recommend that you familiarize yourself with various gift options by exploring Types of Planned Gifts and Assets to Give. And of course, please contact us for assistance or to discuss your personal situation and objectives.
Planned Giving Blog
Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction
Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities.
Celebrating National Estate Planning Awareness Week: October 21-27, 2024
This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include.
How a Charitable Gift Can Help Rebalance Your Portfolio
Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.
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