Give via an IRA/DAF | University of Wisconsin Foundation

For gifts to our Fill the Hill annual fundraiser, use the Fill the Hill IRA/DAF form instead, so that your gift will count towards the fundraising event (and your flamingo totals). Please note that using the form below will not count towards flamingos or Fill the Hill totals.

Please utilize this form to notify the University of Wisconsin Foundation of your intention to make either a Qualified Charitable Distribution gift from your IRA or a distribution from your Donor Advised Fund. Providing this information in advance allows us to identify your gift more quickly once it arrives and designate it to the use/fund directed by you.

Completing this form does not complete your gift; a separate request process should be initiated by you with your financial institution. This form is not intended as legal or tax advice.

If you have any questions you can email [email protected] or call 800-443-6162.
Donor Information
Name*
First Last
Spouse/Partner Name
First Last
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Email*
Gift Details
Gift Type*
- Donor Advised Fund (DAF)
- Individual Retirement Account (IRA)
Name of Institution Which Manages Your DAF*
Account Name*
IRA Plan Trustee or Administrator Name*
IRA Plan Trustee or Administrator Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Amount*
Intended Area of Support*
CDIS Recognition Tile: Name, Dedication, or Phrase
If you are making a gift of $2,019 or greater to support the CDIS building campaign, please provide name(s), a dedication (in memory/honor), or phrase (‘On, Wisconsin!’ for example) for your recognition tile.
Consent*
I agree
The University of Wisconsin Foundation is a publicly supported charitable organization qualified to receive such rollover distributions qualified under 501(c)(3), 509(a)(1) and 170(b)(1)(A)(iv). It is my intention that this gift comply with the “qualified charitable distribution” requirements of Section 408(d)(8) of the Internal Revenue Code.

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Gift Details