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Planned Giving

Planned Giving

Welcome to the new home page for the University of Mount Union Planned Giving website. Take a few minutes to reacquaint yourself with the new navigation bar on the left. We are also excited about the availability of a new online Wills Planner that has been added to the website. Organize your family, estate information and goals using the secure system. Simply click on "Plan Your Will" and create your own Wills Planner.
Personal Planner - Gift Tax Surprise
Gift Tax Surprise
Bill: "Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean...
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Savvy Living - How Married Couples Can Boost Their Social Security Checks
How Married Couples Can Boost Their Social Security Checks
I've heard that there are strategies available that can help married couples increase their Social Security benefits when they retire. My wife and I are approaching retirement age...
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Donor Story - Dr. John Piper '58
Dr. John Piper '58
Dr. John Piper '58 is making an immediate impact on Mount Union students through an IRA gift....
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Washington News - TaxReform.Gov Seeks Your Opinion
TaxReform.Gov Seeks Your Opinion
Senate Finance Committee Chairman Max Baucus (D-MT) and House Ways and Means Chairman Dave Camp (R-MI) have conducted over 50 hearings in preparation for major tax reform. Both...
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