Sometimes our personal and charitable goals appear to be in conflict: there just aren’t enough resources to do all we would like to do. But careful and creative planning can often allow us to do more than we thought possible. Consider “Anne,” a faithful Badger who also provides financial assistance to a loved one. Anne... Read more »
Looking for a way to improve your financial picture before the clock strikes 12 on December 31? Giving appreciated property to charity may be the answer. One of the most effective ways to deal with your year-end tax situation is by maximizing deductions that reduce your taxable income. The most flexible tool at your disposal... Read more »
Imagine that you and your spouse are updating your wills, and you are discussing how to divide your estate. Do you leave equal amounts to your children? Do you include any provisions for the charities with which you are connected? Some charitable gifts can also make gifts to your children. Let’s say you have three... Read more »
Forrest Gump, in the 1994 movie of the same name, famously remarks, “My momma always said life was like a box of chocolates. You never know what you’re gonna get.” Fortunately, that is not the case with charitable remainder trusts, which are gifts to UW–Madison that make payments to you in return. When it comes... Read more »
Literary endeavors underlie the success of Susan solei Patterson ’79, MFA’82, and her husband, bestselling author James Patterson. now, to inspire giving to UW–Madison, they’ve launched an estate-gift challenge match.