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Welcome to Spring Arbor University Foundation's Website
Thank you for your interest in Spring Arbor University. The University's Foundation is here to serve you and your family by providing up-to-date charitable gift and estate planning information. Our desire is to help you develop your own plan that will perpetuate the values that are most important to you through the integration of family, financial, and philanthropic goals.
We have experienced professionals who can guide and encourage you through the process of designing your own legacy, somewhat like a professional trainer who helps design an individual fitness plan.
We invite you to use the links provided on our website to learn more about how we can provide needed information to assist you in reaching your overall gift and estate planning goals.
Thank you for taking the time to explore the benefits of our complimentary planned giving services.
New IRA Charitable Rollover Opportunity
 If you are over age 70½, you can rollover up to $100,000 annually from your IRA to Spring Arbor University. These gifts can be made tax-free and will qualify as your required minimum distribution. Depending upon your income level, there may be additional income tax benefits. Contact us at jmansur@arbor.edu to have a conversation about this wonderful opportunity. To read more, please click here.
 to view the IRA Rollover process.
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
What are the benefits of Planned Giving to you and Spring Arbor University?
There are several types of strategies described throughout this site that will contribute to the success of your plan. Many of these have wonderful benefits for you, as well as Spring Arbor University. Alumni and friends have used these to increase their income through life-income arrangements while enjoying generous tax savings. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Sale and Unitrust
Gene and Carol Black purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.
More on Current Gifts >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Jay Mansur
Vice President for Advancement
President of SAU Foundation |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
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