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Planned Giving

Stories of Planned Giving

Engineering Alum Creates Scholarship Legacy

Roland WeissScholarships helped him realize his dream of working in the space program. Now a UW Milwaukee grad is making higher education more affordable for other students. Read More
 


Going to Bat for Panther Baseball

Chuck HildebrandAlthough many baseball fans look forward to its springtime rituals, Chuck Hildebrand’s passion for baseball spans all seasons... Read More
 


Scholarship Benefits Nontraditional

Karin SchmidtKarin Schmidt ’89 attributes her successful social work career to UWM and her ability to complete her graduate degree as a nontraditional student... Read More
 


Scholarship Endowment Honors UWM Experience

Ed Vander GrintenEd Vander Grinten's life changed when his teacher and mentor, accounting professor Jerry Leer, recommended him for an accountant trainee program at UWM's Department of Housing... Read More
 


Alumnus Passes on Love of Athletics

David BogenschildOver 50 years ago, David Bogenschild '59 proudly competed in a Green Gullsuniform as a medal-winning swimmer and multi-event track athlete for the Milwaukee State Teachers College (MSTC). The Green Gulls were the official mascot for UWM's predecessor institutions from 1927 to 1956... Read More
 


Gift Honors a Devoted Teacher and Sister

Mildred H. RaaschMildred H. Raasch '45 devoted her entire life to teaching. Now, through a generous estate gift from Mildred's younger brother, Chester A. Raasch, many future teachers and educational leaders at the UWM School of Education will be supported with undergraduate scholarships... Read More
 


Help for Those Who Help Others

Connie GreiserOne person's passion for improving health outcomes has led to the creation of the first endowed scholarship for students in UWM's new Joseph J. Zilber School of Public Health. Connie Greiser graduated from UWM in 1971 with her Bachelor of Science in nursing... Read More
 


Easing the Burden

David AmraniOne immigrant family's passion for educational opportunity is making it possible for students in the University of Wisconsin-Milwaukee's College of Health Sciences to achieve their dreams of pursuing scientific research... Read More
 


Laurence Rathsack's Legacy: Discovering Wondrous Mysteries

Laurence RathsackStudents crowded into his studio each semester, competing for a place in Professor Laurence Rathsack's drawing and painting class. Now through a generous bequest from his estate, Rathsack's legacy as a master painter and inspiring, beloved educator will live on... Read More
 


UWM Receives Large Gift of Artwork

RembrandtEmile H. Mathis II, a Racine art connoisseur, collector and dealer, left a major art collection to the University of Wisconsin-Milwaukee upon his death in 2012. The Mathis collection includes more than 1,700 works on paper spanning 500 years, and more than 500 pieces of African art... Read More
 


Making a Difference for Students with Disabilities

Evelyn PetshekUWM has received a very generous gift from the estate of Evelyn Petshek for scholarships for disabled students. Evelyn Petshek (1917-2010) was born in England and met her husband, Kirk R. Petshek (1913-1973), in London just after World War II... Read More
 


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A charitable bequest is one or two sentences in your will or living trust that leave to the UWM Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I give ($___)(___% of my estate) to the UWM Foundation, Inc., a not-for-profit corporation with its principal office in Milwaukee, Wisconsin, for the benefit of the University of Wisconsin - Milwaukee, (as an unrestricted gift) (to be used in support of....)." 

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the UWM Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the UWM Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the UWM Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the UWM Foundation where you agree to make a gift to the UWM Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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