Planned Giving


Wills, Trusts & Other Deferred Gifts

Financial and estate plans take a variety of forms, and charitable gifts made through a will are 100% 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. A planned gift to UW-Green bay could leave a legacy for the next generation of students.

Your attorney can revise your will or make a simple amendment using the example language we've provided. Please contact our office at 920-465-2074 or via e-mail at foundation@uwgb.edu if you have questions or would like more information about making a planned gift. 





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.

Pooled Income Funds

Sometimes called “charitable mutual funds,” pooled income funds are trusts made up of contributions from many donors. Beneficiaries are designated for their share of the annual earnings. The principal later becomes property of the University to be used according to your wishes.

Gifts from Retirement Plans

IRAs, Keough Plans and pension plans are examples of assets that can be big tax targets, making them favorable candidates for charitable contributions. One option is to add the University as a second beneficiary, after a spouse.

Life Insurance

Insurance needs can change, as successful children no longer need the protection, or as a family business grows prosperous and secure. Existing policies can be amended to add the University as an additional or contingent beneficiary.

Gift Annuities

Unique among the deferred gifts is the gift annuity. Part gift and part purchase, it earns a charitable deduction for the donor and creates a life income stream for the designated beneficiary, typically the donor and/or spouse. This can be set up as a deferred annuity, until after retirement, for example