Request e-Brochures | University of Wisconsin Foundation

We are happy to offer the following eBrochures to provide you with more information on selected methods of supporting the University of Wisconsin Foundation.

Simply check the title(s) in which you are interested, fill out the form, and we will email your brochure(s) within minutes which you can print out.

Select the title(s) in which you are interested

Estate Planning

Your Will: A Powerful Tool for Supporting Your Family, And Charity — Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests.
Plan Your Bequests to Meet Your Family and Charitable Objectives — Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.
A Personal and Charitable Financial Record — Provides a reference of everything you need to consider when planning your estate and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers.
Leave Your Legacy with One of These Ways to Give — Outlines the basics and benefits of charitable giving including life-income gifts and bequests.

Gifts That Pay You Income

Most Popular Questions About the Gift Annuity — Explains how a gift annuity can benefit the UW Foundation and pay you partially tax-free income for life.
The Charitable Gift Annuity: 12 Ways It May Benefit You — Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles.
A Donor’s Guide to Federal Taxes 2022 — Discusses tax laws and charitable strategies, such as gift annuities and charitable trusts, that can reduce taxes and maximize income.
Augment Your Retirement Security: The Deferred-Payment Gift Annuity — Explores how a deferred-payment gift annuity can provide reliable future income while fulfilling philanthropic goals.
Enhance Your Financial Security with Effective Use of Charitable Remainder Trusts — Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts.

Using Appreciated Assets to Make a Charitable Gift

Life Insurance: A Flexible Asset — Discusses the many ways life insurance can be used to provide for loved ones and the UW Foundation, as well as how to avoid taxation on the proceeds.
How to Realize Maximum Benefits from Your Real Estate — Explains how a charitable gift of a residence, vacation home, or investment realty can enhance income and produce maximum tax benefits for you and your family.
Your Questions Answered: Charitable Tax Planning with Retirement Funds — Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution.
Giving Appreciated Assets: How to Get the Most Out of Them — Illustrates some of the benefits of giving securities, real estate, and tangible personal property that don't come with giving cash.
The Charitable Lead Trust: A Creative Way to Give to Charity Now and to Loved Ones Later — Illustrates how a trust first making annual payments to a charity and later being distributed to your family may be an effective way to provide for their future.

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Schools & Colleges

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Select the title(s) in which you are interested

Estate Planning

Gifts That Pay You Income

Using Appreciated Assets to Make a Charitable Gift

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