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Welcome to Michigan Tech
Thank you for your interest in Michigan Technological University. Our hope is to serve you and your family with helpful information. We have an increasing number of alumni and friends at Michigan Tech who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
Benefits for Family and Michigan Technological University
We offer several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Bequests for Scholarships
Joe and Anna have been faithful supporters of Michigan Technological University over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>. |
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Eric J. Halonen
Director of Major and Planned Giving |
Thanks for visiting us! I would be very pleased to help you. Simply click here to email me.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We would be pleased to assist you in providing your clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact ehalonen@mtu.edu.
If you are a professional advisor, you may take the following steps on this site.
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