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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.
| Personal Planner | Trusts To Protect Children
 Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ... |
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.
 | Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Michigan Technological University shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>. |
 | Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>. |
 | 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 >>. |
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 Gifts and Gift Planning |
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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