Gift Planning

We are prepared to help you plan your gift using charitable giving strategies that will fulfill your philanthropic goals to impact future generations of Kettering students.

Kettering University is equipped to receive and steward planned gifts such as bequests, charitable gift annuities, donation of stocks and appreciated securities, real estate, charitable remainder trusts as well as charitable lead trusts.

Contact Office of Individual Giving - Major and Planned Gifts at (800) 955-4464 or cboeff@kettering.edu.

Will or Trust

Interested in making a gift to Kettering University in your will or trust to create a legacy

Below is language to share with your attorney. Kettering University’s Tax ID number is 38-2410852.

I give and devise to Kettering University, Flint, Michigan that sum of $ to be held (or state percentage of identified assets available for distribution), administered and used by the Board of Trustees for support of Kettering University in the area of greatest opportunity (or designated to a scholarship/department or research area) at Kettering University.

I instruct that all of my charitable gifts shall be made, to the extent possible from property that constitutes “income in respect of a decedent” as that term is defined in the Internal Revenue Code.

The Importance of Giving Back

Native Michigander William (Bill) Halbert earned his Mechanical Engineering degree in 1965. With his beloved, late wife of 46 years (Kathie), Bill has four children and nine grandchildren. This past summer, Bill and his wife Terrie decided to create a scholarship at Kettering University.

Bill (Class of 1965) and Kathie Halbert

We are thrilled to award a scholarship to a woman majoring in engineering. It honors Kathie’s strong support of professional women and Bill’s undying support of GMI/Kettering.”

Appreciated Securities

Receive one of the IRS’s most significant tax benefits for gifts of appreciated securities. You will avoid long term capital gains.

IRA

For those 70½ or older, consider transferring up to $100,000 annually as a Charitable Remainder Distribution from an IRA (traditional and Roth)to Kettering. To start the process, please notify your IRA custodian to make a direct transfer of the distribution amount which counts toward the required minimum distribution. For long term planners, consider designating Kettering University as a beneficiary of your IRA.

Mike Davis ’68 EE with wife Susan Peters and their grandson.

I give current donations to Kettering because attending GMI was the keystone to my career, and it can be the same for students attending now. The rigorous education that covered many broad engineering topics, coupled with the co-op work experience in many areas, gave me a huge advantage for entering and succeeding in the workforce. I was ready for the short and long terms! Gifting to Kettering is very convenient. If you have appreciated stock to give, Kettering has a very smooth and simple process for doing so in conjunction with your brokerage firm. If you have an IRA and want to make a Qualified Charitable Distribution (QCD) as part of your annual distribution of the IRA, your brokerage firm can typically work that out very easily.

Mike Davis ’68 EE with wife Susan Peters and their grandson.

Kettering University's iconic belltower.

Donor Advised Funds (DAF)

Recommend a gift to Kettering from your Donor Advised Fund. Create a legacy by naming Kettering as a beneficiary when the DAF is dissolved.

Life Insurance

Transfer ownership of a permanent life insurance policy with a cash value of $10,000 or more, and Kettering will immediately benefit from your generosity. Make a large future gift with little cost and receive current (and possibly future) income tax deductions by assigning a policy to Kettering.

Real Estate and/or Personal Property

Gifts of residential, commercial, farm or undeveloped real estate, books, artwork or equipment will provide the donor with a charitable deduction based on the appraised value of the item(s).

Business Interests

Give Kettering an interest in a closely held or family business.

Partnership Interests

Transfer an interest in a Family Limited Partnership (FLP) or Limited Liability Company (LLC).

Retirement Plans

Donate your remaining retirement plan assets directly to Kettering or to a Testamentary Charitable Remainder Trust that will maximize your heirs’ inheritance while benefiting Kettering.

Family Lead Trust

Transfer your assets (cash, stock, real estate or other appreciated assets) to a trust that provides income to Kettering University for a period of time, after which the trust assets will go to your family at a substantial savings.


Kettering University's Tax ID number is

38-2410852.

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