Estate Planning: Wills & Trusts

Charitable gifts made through a will are 100 percent tax deductible. After providing for loved ones, you may choose to make a gift to UW-Green Bay. Additionally, the University can be designated beneficiary. Your attorney can revise your will or make a simple amendment using the example language we've provided.

Wills & Trusts Language

Click for examples of how to include UW-Green Bay in your will or trust.

Charitable Remainder Trusts

Assets (typically securities) are transferred to a trustee, with income paid annually to one or more individuals for a set period of time, or for life. At the end of this irrevocable arrangement, the assets are a gift to the University.

Charitable Lead Trusts

This is a flexible plan in which assets are transferred to a trust that pays income to one or more charitable recipients. At a fixed date or at the time of death, the assets are transferred to others named by the donor.