Over Age 70

For the charitably inclined, certain types of gifts can provide solutions to taxing problems:

Charitable Gift Annuity

In exchange for your gift, the University of Wisconsin will provide payments for life to you or a beneficiary you designate.


Charitable Remainder Trust

You create a trust, and income from the trust is paid to beneficiaries you specify. Beneficiaries receive income for life or for a specified number of years, and at the end of the trust term, the assets of the trust pass to the University.


Charitable Bequest

If you would like to make a substantial gift to the University but you do not have the current disposable income or assets to do so now, consider a charitable bequest.

Make a Gift

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  • Find your school, college, department or favorite campus area to make a gift:

Federal Estate Tax Indexed for Inflation for 2012

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To Learn More

Scott McKinney Scott McKinney

  • Managing Senior Director of Development
  • 608-262-6241

UW Foundation Directory »

Disclaimer

Tax and other financial information provided herein is not intended as tax or legal advice to any individual or other entity.