Featured Gift Planning Articles


We like to help the charities that helped us, and sometimes we can benefit again.

Where There’s a Will, There’s More Than One Way to Be Charitable

It’s a common New Year’s resolution: time to write or update the will! As you consider drafting or updating your will, keep in mind which assets your will can and can’t control.

The Giving Season Is a Great Time to Establish Your Charitable Legacy

December is the heart of the giving season and is when many of us who are a bit older turn to thoughts about our legacy.

Gifts from Donor-Advised Funds

Many of our supporters have established donor-advised funds to provide support for the various charitable organizations in which they believe. A donor-advised fund is an account offered by a sponsoring organization that accepts a donor’s gifts and then makes charitable donations according to the donor’s directions.

Focusing on Future Leaders

With deep roots in Madison, the Bolz family name is well known across the UW campus and beyond. Their generous endowment for the Bolz Center for Arts Administration at the Wisconsin School of Business is a prime example of their longstanding commitment to giving back.