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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 - IRA and 401(k) Designated Beneficiary Options
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and...
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Savvy Living - What to Consider When Choosing a Walk-in Bathtub
What to Consider When Choosing a Walk-in Bathtub
I’m interested in getting a walk-in bathtub for my mother that’s easy for her to get into and out of, but could use some assistance. Can you offer any consumer tips? A...
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Donor Story - Carol Ann (Stoetzer '63) Detlef
Carol Ann (Stoetzer '63) Detlef
Carol Ann (Stoetzer '63) Detlef and husband wanted to leave funds that they have earned during their working years to continue enhancing the mission of Mount Union....
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Washington News - U.S. Tax Receipts Up 8.9%
U.S. Tax Receipts Up 8.9%
For the 2014 fiscal year that concluded on September 30, U.S. tax revenue grew by 8.9% to $3.02 trillion. This was $247 billion more in tax revenue than the federal government...
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