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Retirement fund, gifts of stock, and other assets

Retirement Fund Assets

Make LSA a beneficiary.

Retirement plan assets include IRA funds, 401(k)s, and 403(b)s. You can name LSA as a beneficiary on all or a portion of your retirement account. You can work with your fund manager to name LSA as a beneficiary, and your contact at LSA Advancement can help you decide where you would like your gift to go. 

You can also name LSA as the beneficiary of a life insurance policy, donor-advised fund, commercial annuity, or bank and brokerage account.


Give to LSA directly from your IRA account.

The second option is to give LSA a gift through the Required Minimum Distribution from your IRA. Once you reach age 72, you are required to take out a minimum annual distribution (cash) from your IRA fund. And at age 70.5, you can start making qualified charitable distributions where you can directly transfer a gift from your IRA fund to LSA. This is referred to as an IRA charitable rollover, or a Qualified Charitable Distribution (QCD). 

For a sample letter, click here. For more information on giving from retirement fund assets, click here

Gifts of stock and other assets

Gifts of publicly traded securities that have appreciated in value allow you to avoid capital gains taxes while also receiving a tax deduction for your gift. LSA benefits by selling the stock without paying taxes on the gain, and you benefit from making a contribution that would be larger than what you might have been able to donate in cash. To learn more, click here

Do you have a question about giving other assets, such as real estate, a bank or brokerage account, closely held stock, a donor-advised fund, tangible personal property, or life insurance? Please get in touch with us.

Contact us to get started. We're here to help.

Our team can help you as you open doors to new opportunities. While we can’t offer specific tax or legal advice on your personal situation, we can help you discuss your goals and options. Our team is ready to help you explore options that will have a lasting impact on the College. For more information, call 734.615.6333 or email LSAPlannedGiving@umich.edu