Under Age 60

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

Deferred-payment Charitable Gift Annuity

If you are making the maximum annual contribution to your retirement account but you are unsure whether there will be enough income when you retire, consider establishing a deferred-payment charitable gift annuity with the University of Wisconsin.


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 of Wisconsin.


Pooled Income Fund

This fund pools gifts (cash and securities) from donors for investment purposes, and beneficiaries receive a proportionate share of the net income earned by the fund for life. the University of Wisconsin receives the principal value at the death of the beneficiaries.


Charitable Bequest

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

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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.