Future giving

By naming the University of Minnesota or M Health Fairview in your will or other estate plan, you will have a tremendous impact on students, faculty, research, and outreach efforts well into the future.

Making a planned gift can help you achieve your philanthropic goals while also saving on taxes and enjoying other financial benefits. We offer a number of tools and resources to help you compare giving options that might be best for you.

Future gifts

Wills and Trusts

Including a gift in your will or trust, known as a charitable bequest, is a meaningful way to support the University of Minnesota or M Health Fairview.

Retirement assets or life insurance

Make a gift to the University of Minnesota or M Health Fairview through a beneficiary designation on your retirement account or life insurance policy.

Bank or brokerage account

Naming the University of Minnesota or M Health Fairview as a beneficiary of a bank or brokerage account is a simple way to make a gift.

Giving assets

Gifts of appreciated securities

Gifts of appreciated stocks, bonds, or mutual fund shares can be a tax-advantaged way to provide immediate support for the U of M or M Health Fairview.

Gifts that provide income

A charitable gift annuity is a simple way for donors to make a gift with some attractive benefits.

IRA qualified charitable distribution

If you are age 70½ or older, you may give up to $105,000 directly from your IRA to qualified charities without paying federal income tax on the distribution.

Real estate and other property

Make a gift of real estate, tangible personal property, or commodities.

Gifts of farmland

Donate your farm and leave a lasting legacy.

Stories

Your generosity will provide essential support to students, faculty, research, and programs at the University of Minnesota or M Health Fairview.

As donors consider giving to the University of Minnesota, they may want to discuss what giving option is best for them and how they can have a meaningful impact on the U of M causes they care about

Through an estate gift, former curator of the U’s renowned Tretter Collection in Gay, Lesbian, Bisexual, and Transgender Studies and her wife support future generations of discovery in the archives