LSA Legacy Match Challenge

Your planned gift may be made through any method that serves your goals. We are happy to walk through the options with you. Some examples of eligible gifts include bequests; beneficiary designations on a retirement account, bank account, or life insurance policy given to LSA; charitable gift annuities; charitable remainder trusts; and charitable lead trusts.

Matches are first come, first served and will equal 10 percent of your planned gift, up to $10,000, until the match pool is fully utilized. For example:

• $50,000 will be matched at $5,000.
• $100,000 will be matched at $10,000.
• Gifts of more than $100,000 will receive $10,000 in matching funds.

All matching funds provided by the college will be applied to the donor’s(s’) gift record(s) for the sole purpose of university recognition.

You can designate your matching funds to support the LSA priority you are most passionate about, from scholarships to research to academic programs or other critical needs. Match funds will be designated to expendable LSA funds.

Documenting your planned gift provides an opportunity to explore what is most meaningful for you. It allows us to clarify your intentions and ensure their implementation to the fullest extent. We also would like to acknowledge your generosity, say thank you, and welcome you into the John Monteith Legacy Society. Members of the John Monteith Legacy Society receive a subscription to Leaders & Best magazine, invitations to special donor appreciation events, and a U-M memento. We realize some donors wish to remain anonymous, and we are happy to honor these requests.

Documenting your gift does not create a legally binding contract. We know that priorities and circumstances can change. So, while we hope you will continue to support LSA, we know that what you intend to do now may change. If this is the case, you can make the needed updates and let us know.

First, thank you for supporting LSA and documenting your planned gift! While previously documented gifts do not count toward the Legacy Match Challenge, you may increase the amount of your planned gift to take part—that increase will count and activate a match!