Donor Stories

The stories below are intended to help you discover ways to support MSOE that you may not have considered. They are illustrations of how gifts can be made and may not represent real donors to our institution.

Bequests
Bequests
Make a bigger impact to further our mission than annual gifts alone can offer by leaving a bequest in your will.
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Using a Beneficiary Designation to Make a Gift
Using a Beneficiary Designation to Make a Gift
Designating MSOE as a beneficiary of your IRA can help your loved ones avoid income and estate taxes with their inheritance, while allowing you to continue to use your IRA if you live.
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Fixed Income for Retirement
Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire.
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Tax-Free Sale
Tax-Free Sale
Transferring your real estate investments to a trust can reduce your capital gains tax and provide a charitable income tax deduction while you receive income from the trust's investments.
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Capital Gains Tax Bypassed
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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Endowment Gift
Endowment Gift
When you make an endowment gift, your gift is maintained in perpetuity and creates a lasting, meaningful distance for many students for generations to come.
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Sale and Unitrust
Sale and Unitrust
Gene and Carol may need to sell their stock in a medical company that has done well due to a merger and are looking for a way to save on their taxes and capital gains.
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The Retirement Unitrust
The Retirement Unitrust
If you have an appreciated asset and are several years away from retirement, a retirement unitrust could help you sell the asset tax-free while saving for retirement.
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Property Turns Into Income
Property Turns Into Income
A unitrust is one strategy to "downsize" your home, avoid capital gains and provide you with income.
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Part Gift and Part Sale
Part Gift and Part Sale
Receive a "double benefit" when you give a portion of a property, receiving an income tax deduction for the value of the gift, and avoiding capital gains on that portion of the property.
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Current Gifts
Current Gifts
By making a gift outright to MSOE, you may be able to avoid a large capital gains tax and receive a charitable deduction.
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Gift of a Bank Account When No Longer Needed (POD)
Gift of a Bank Account When No Longer Needed (POD)
Enjoy the flexibility of owning your accounts by designating the university as the payable on death "POD" beneficiary.
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Transferable on Death (TOD) Gifts
Transferable on Death (TOD) Gifts
Retain the added piece of mind of owning your shared account. After both account holders have passed, with a TOD beneficiary designation, the mutual fund can be transferred to MSOE.
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A Bequest to Further Good Work
A Bequest to Further Good Work
Easily leave a percentage of your estate as a charitable gift while continuing to use your assets during your lifetime.
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What Will You Do with Your Unspent Retirement Savings?
What Will You Do with Your Unspent Retirement Savings?
Your retirement plan is one of your most valuable assets but may not be the best choice to leave to your children. Left over retirement assets can help further our mission while alleviating some of the tax burdens other beneficiaries may face.
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A Bequest to Save Taxes
A Bequest to Save Taxes
Thomas was a widower who had a great love for MSOE. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Leading for the Future
Leading for the Future
Luke and Cynthia wanted to support our mission in a way that allowed them to see the impact of their gift while they were living but still make sure their family would be taken care of after they passed.
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Give it Twice Trust
Give it Twice Trust
Establishing a Give it Twice Trust can help you plan for your estate to make annual payments to your heirs for a set amount of time. After that period, the remaining sum would be transferred to support our mission.
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Providing for Our Children's Future
Providing for Our Children's Future
A charitable lead trust can make annual gifts to an organization while you are still alive then be passed on to your family after you pass away with little or not gift tax.
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Bequest of Insurance
Bequest of Insurance
Achieve your personal and charitable goals by naming MSOE as the beneficiary of your life insurance policy. Your estate could benefit from an estate tax charitable deduction while supporting a mission you believe in.
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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
Stretch your assets to leave an inheritance for your family while still making a substantial gift to MSOE.
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