Other Types of Planned Gifts

You can help ensure to the future success of UW-Madison through gift planning today. Depending on the arrangements you choose, you also can:

  • Reduce your income taxes
  • Avoid capital-gains tax
  • Increase your spendable income
  • Retain payments for life
  • Achieve no-cost, worry-free asset management

Gifts of Assets

The simplest way to support the university is through cash gifts. But creative gifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). These can not only provide you with charitable deductions, but they often offer additional tax savings as well.

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Charitable Lead Trust

Transferring property to the university and to individuals whom you wish to benefit is not always an either/or proposition. With careful planning, you may be able to arrange your transfers to accomplish more than one objective. For example, if you have assets that are appreciating, children who may want to start a business in the future, and a desire to assist the university, you may wish to consider creating a charitable lead trust.

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Gifts of Retirement-Plan Benefits

You may consider using retirement-plan benefits to make a significant gift that will support the university. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.

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