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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
The Reconciliation Bill: New Rules for Charitable Gifts
Do you know how the new tax laws will affect your charitable giving opportunities and benefits? Read more to maximize your tax savings while realizing your philanthropic goals.
August Is National Make-A-Will Month—Time to Make the Most of Your Will Power
If you’ve been putting off creating or updating your will, August is the perfect time to ensure your plans are in place. Read more about the importance of having an up-to-date will.
Alphabet Soup and Timing: 70½, IRA, 108, QCD, 73, RMD, 25
Do you know how to ensure tax benefits and maximum impact from your IRA charitable rollover? Read more to learn how to best time your gifts and much more.
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