Your Legacy Deserves Planning
Did you know you can support WMU while also benefiting your loved ones? Through planned giving, you can make a lasting difference for Western and for Broncos, igniting their potential and powering their purpose for years to come.
The Office of Gift Planning at WMU can work with you to craft a plan that meets your financial and philanthropic goals. Whether you wish to support Western Michigan University, WMed or WMUK, we can help you achieve your vision and realize greater peace of mind.
Save on taxes by donating appreciated stocks, bonds or mutual funds. Give life insurance you no longer need or reduce estate taxes and eliminate capital gains through strategic gifts.
Good planning can mean everything, and we’ll guide you every step of the way. What kind of Bronco legacy do you want to leave?
Ready to explore FreeWill?
The Western Michigan University Foundation has partnered with FreeWill, an online tool that guides you through the process of creating a legally valid will. It’s easy to use, free of charge, and can be completed in 20 minutes or less.
Resource Library
Gifts of Stock
Beneficiary Designations
Qualified Charitable Distributions (QCD)
Charitable Gift Annuities
Frequently Asked Questions (CGA)
Ways to Give: Non-cash Assets
Charitable Bequest
1903 Society
Charitable Remainder Trust
Gift of Real Estate
Leave Your Legacy Through Endowments
Have you already arranged for a gift to WMU in your will or trust?
Let us know
Let us know so we can welcome you into our 1903 Society.
Tax-Savvy Ways to Amplify Your Impact
Here are just two ways you can amplify your impact at WMU and save on your taxes:
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Give from your IRA: If you’re 70½ or older, you’re eligible to direct a tax-free gift from your IRA to support WMU. When you’re 73, doing so may count toward your required minimum distribution.
- Donate appreciated stocks: Making a gift of appreciated securities or mutual funds to WMU offers you the chance to support our students and our work, as well as realize important benefits for yourself. You can reduce or eliminate capital gains tax and receive a charitable deduction for the fair market value of the gift. Download transfer instructions here. (Please be sure to call or email us if you plan to donate stock.)
Video Spotlight
How New Secure Act Provides Tax Benefits To Donors
We're Here for You
We share your passion for Western Michigan University and would love the opportunity to work with you to build your Bronco legacy. Please feel free to contact us with questions or for more information on planned giving.
Jennifer Yelovina, CFRE, CAP®
Sr. Director of Gift Planning and Principal Gifts
(269) 387-8791
