Deferred Gifts

Planning Your Estate and Supporting the University

In increasing numbers, alumni and friends are creating legacies at the University of Wisconsin–Madison through planned gifts. Gift planning, a type of philanthropic giving, integrates charitable giving into a donor’s overall financial, tax, and estate planning to maximize benefits both for the donor and for UW–Madison.

Examples of planned gifts include bequests, life-income gifts, gifts of real estate, and gifts of retirement plan assets. Planned gifts make significant funding available to the university each year, providing crucial support during this challenging fiscal period.

Donors can direct their planned gifts to accomplish many goals. Some deferred gifts are unrestricted, allowing campus leaders to fund the current needs and priorities of the university. Other planned gifts are directed to specific areas, such as schools, colleges, or departments, or to specific priorities, such as scholarships or faculty support. Some deferred gifts are intended to be used outright, while others establish permanently endowed funds. When deciding on a designation for a planned gift, donors should consider the delay inherent in planned giving: what will be of greatest benefit to the university when the gift is ultimately received?

If you are considering taking advantage of the benefits of making a planned gift, we recommend that you consult with WFAA’s Office of Gift Planning. Staff members are experienced in working with individuals, attorneys, and financial advisers. They can explain how life-income plans work, consult on the type of gift that is best suited to your needs, identify the correct legal names of campus departments and units, and provide language that will carry out your wishes.

All individuals with a planned gift in place for the university are welcomed into the Wisconsin Legacy Society — our way of thanking those who have made this philanthropic commitment. No minimum gift is required, and any information shared with us is nonbinding. Current membership includes more than 1,700 individuals.

Number of Gifts Received

July 2016 to June 2017
Bequests, Trusts, and Insurance95
New Gift Annuities (including deferred)23
Charitable Remainder Trusts7
Total Deferred Gifts125

2016–17