Deferred Gifts
In increasing numbers, alumni and friends are supporting the University of Wisconsin–Madison with planned gifts during their lifetimes and through their estates. Gift planning integrates charitable giving into your overall financial, tax and estate planning to maximize benefits for you and for the UW-Madison. Gift planning can help you multiply both your financial rewards and your impact on campus.
The simplest and most popular form of deferred gift supporting the university is a bequest. The majority of deferred gifts are received from estate provisions, made through a simple will or trust. Other avenues to consider are various forms of life income gifts, gifted insurance policies and gifts of retirement plan assets.
The chart on the this page details the deferred gifts that the UW Foundation received in 2011. The Bequests, Trusts and Insurance category includes cash and assets received from individuals who have passed on and left gifts to the Foundation. The other categories refer to life income gifts, through which someone has made a gift but retained for themselves or gifted to others the right to receive income.
| Number of Gifts Received 2011 | |
|---|---|
| Bequests, Trusts and Insurance | 120 |
| Gift Annuities (including deferred) | 36 |
| Charitable Remainder Trusts | 7 |
| Total Foundation Deferred Gifts | 163 |