Gift planning integrates your charitable gift into your overall financial, tax and estate planning to maximize benefits both to you and to the University of Wisconsin-Madison. Through gift planning, you can multiply your gifts’ benefits and effects, such as furthering the educational and social mission of the UW-Madison.
Deferred gifts are gifts that are made in the present and received by the UW Foundation in the future. Some deferred gifts are straightforward, such as a bequest. Others are more complex, providing current tax benefits as well as income for the donor, a beneficiary, or both.
You can help ensure the future success of the UW-Madison through gift planning today. Depending on the arrangements you choose, you can also:
- Reduce your income taxes
- Avoid capital-gain tax
- Increase your spendable income
- Retain payments for life
The Office of Gift Planning at the University of Wisconsin Foundation is here to help answer any questions you might have along the way.