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Planned Giving

Stories of Planned Giving

UWM Alumni Couple’s Legacy Scholarship Helped Space-Exploring Alum

John and Cynthia JacksonA scholarship made all the difference in the world—and beyond—for Darian Dixon ’15. The generosity of John and Cynthia Jackson, who created a provision for scholarships in their estate plan, has helped hundreds of students like Darian. Read More

Donor Honors Parents and Promotes the Arts

Hedy KolozsvaryWhen Hedy Kolozsvary learned about estate gifts, she decided to make one in honor of her parents. The Robert B. and Helen M. Kolozsvary Scholarship will support UWM students in the performing arts. Read More

Associate Professor Supports Faculty Research with Estate Gift

Brian DaughertyUWM faculty member Brian Daugherty has seen firsthand how research funding often runs short. That's why he and his wife, Cindy, decided to provide much-needed resources for faculty research at UWM. Read More

Health Sciences Alum Helps Others Fulfill Dreams

Mark Frankowski and Cathy MeyerMark Frankowski and his wife, Cathy Meyer, wanted to support the causes that shaped who they were as people. Their support of UWM is thanks for the education Mark received as a student. Read More

Engineering Alumnus Spurs Research at UWM

Adel NasiriDuring his life, Richard Grigg made a career of understanding the generation and transmission of energy. Now, Adel Nasiri is exploring sustainable energy systems as the inaugural Richard and Joanne Grigg Professor. Read More

Estate Gift Carries on Family's Legacy

Julie and Elinor IhlenfeldtSee how Julie Ihlenfeldt is continuing a family tradition of giving by permanently endowing a scholarship at UWM. Read More

UWM Was Transformative Experience for Scholarship Donor

Ellen Waite-FranzenThough Ellen Wait-Franzen has found herself at many universities over the years, she credits UWM with setting her down the path for success. Now, she's helping other UWM students succeed. Read More

Accounting for Future Students

Professor Paul Fischer with Ed Vander GrintenEd Vander Grinten credited his roots at UWM with his success as an accountant. Through an estate gift, he’s helping students like him become CPAs. Read More

Legacy Gift to Preserve Great Lakes

Michael and Linda LoescherMichael and Linda Loescher share a passion for the Great Lakes and know the importance of education in sustaining it. Their gifts support our work to research and preserve this valuable resource. Read More

A Launchpad for the Future

Beth PartletonBeth Partleton credits the UWM School of Architecture & Urban Planning with launching her successful career and providing her with lifelong friendships. Read More

Alumnus’s Gift Helps Veterans, Honors Family

Paul McNallyU.S. Army veteran Paul McNally served his country for 20 years. Today, he’s extending his spirit of service to current and future veterans with gifts to UWM. Read More

Two Sisters' Scholarships Honor Their UWM Years

Teresa and Mary DominiakThe Dominiaks have fond memories of UWM. As first-generation students, they also remember the sacrifices their parents made. Now they are paying it forward. Read More

Nursing Deans Create Legacy Gift Challenge

former deansTo help sustain OWM's tradition of excellence, three deans of the UWM College of Nursing included a gift in their estate plan—and issued a challenge to encourage others to join them. Read More

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

eBrochure Request Form

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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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 UWM as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. 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 UWM 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 UWM 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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