Charitable Lead Trust

Protect Your Assets

If you want to make an impact now at Michigan State University and also provide for your family later, consider setting up a charitable lead trust. You transfer cash or other assets to a trust that makes payments to Michigan State University for a period of time. When the term is up, the remaining trust passes to your family or other beneficiaries you select.

There are two ways that charitable lead trusts make payments to MSU:

A charitable lead annuity trust pays a fixed amount each year to MSU and is more attractive when interest rates are low.

A charitable lead unitrust pays a variable amount each year to MSU based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to MSU go up as well.

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See which type of charitable trust best fits your estate plan with the FREE guide Trusts: Choose From Two Ways to Donate.

Gift Pays Dividends

Vince FosterVince Foster (’78 Business) says MSU positioned him for success, so giving back is only natural. Plus, he believes in supporting the university to keep tuition affordable.

His gift to the College of Business of dividends on his stock for five years was accomplished through a charitable lead trust. The lead trust pays MSU the income for a term of years, and then the stock he transferred to the lead trust reverts back to him.

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Calculate Your Benefits

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Next Steps

  1. Contact MSU Office of Gift Planning at 800-232-4678 | 517-884-1000 or to talk about supporting MSU by setting up a charitable lead trust.
  2. Seek the advice of your financial or legal advisor.
  3. If you include MSU in your plans, please use our legal name and federal tax ID.

Legal name: Michigan State University
Address: 535 Chestnut Road, Room 300, East Lansing, MI 48824
Federal tax ID number: 38-6005984