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

Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA

How to Make the Most of the Type and Timing of Your Charitable Gift

Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust