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University Advancement

John Dodge House
507 Golf View Lane
Rochester, MI 48309-4488
(248) 370-4504
Fax: (248) 370-3182
giving@oakland.edu

University Advancement

John Dodge House
507 Golf View Lane
Rochester, MI 48309-4488
(248) 370-4504
Fax: (248) 370-3182
giving@oakland.edu

Student walking through Elliott Tower at sunrise

Planning your Legacy

Meeting Your Financial, Personal and Estate Planning Goals

The Planning Your Legacy series will explore relevant topics related to your financial well-being and charitable gift planning. 

  • Will my retirement income be enough?
  • Are there ways to avoid paying too much in taxes?
  • Can I afford to be charitable and still provide for my heirs?
  • How can I continue to support the causes that are important to me when I am gone?

Join our industry experts for an upcoming presentation and learn how you can make informed choices and build a strategy that will ensure you fulfill your financial and philanthropic aspirations.

For more information, or to speak directly with a planned giving expert, contact (248) 370-4389 or giftplan@oakland.edu.

Upcoming Events:

Trusts: What They Are, How They Work, and When They Are Needed
A free virtual presentation

Salvatore LaMendola, Esq.
February 23, 2021
1 p.m.

About the session:
When you think about your estate plans, many people wonder if they should use a trust or if a simple will is all they need. In this presentation, you will learn about trust basics as well as numerous instances where having a trust is beneficial. From the simple desire to avoid probate to the more complicated aspiration to benefit both heirs and charity on a tax-advantaged basis, the talk will address how trusts can achieve those goals and more.

Register by February 15

Register