Featured Gift Planning Articles

Many Donors Give Appreciated Property to Charity at Year-End — Even if They Aren’t Going to Itemize

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 »

Deciding How to Divide Your Estate Among Your Children — And Charities

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 »

A Charitable Gift with Payments More Predictable Than a Box of Chocolates

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 »

By The Book

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.

A Charitable Gift Can Help Pay for College.

By the end of Labor Day week, virtually all students will be back to school — from kindergarten through graduate school. For parents and grandparents, a key issue is how to help pay the ever-increasing cost of higher education. For those who are also looking for a way to make a significant charitable gift, the... Read more »