Planned Giving

The mission of the planned giving program is to assist individuals and corporations to help our students and the University through presenting gift opportunities and providing exceptional stewardship.

Planned Giving Options

A planned gift is a very thoughtful way to support scholarships and programming at Ferris State University. There are many different ways to leave a legacy that will have an impact on both current and future students. At the same time, a planned gift may provide significant tax advantages to you and your heirs.

Types of Planned Gifts

Bequests and Estate Plan Gifts

A bequest is a gift of cash, securities or other property from your estate. Providing for Ferris in your estate planning gives you the opportunity to leave a legacy, while allowing you to retain control of your assets during your lifetime. Estate gifts to Ferris are exempt from federal estate taxes.

Charitable Gift Annuity

A charitable gift annuity (CGA) is a contract between you and Ferris that provides a steady retirement income and also offers favorable tax benefits.

Charitable Remainder Unitrust

A charitable remainder unitrust (CRUT) is established by irrevocably transferring assets to a trustee, who invests the assets and pays a variable income to you and/or your beneficiaries. At the end of the CRUT term, the trustee distributes the remainder of the assets to Ferris.

Life Insurance

You may make Ferris the owner and beneficiary of a new or exiting paid-up life insurance policy. The advantages of this type of gift is the ability to provide a significant gift with a modest investment.

Contact Planned Giving

Please call 231-591-2850 to discuss your planned giving options.