The Investments Division is responsible for the oversight, stewardship, and investment of the University of Wisconsin Foundation’s (UWF) endowment and other investment-related assets and reserves. UWF’s mission is to help ensure that the University of Wisconsin-Madison has the financial resources necessary to maintain its national leadership in teaching, innovative research, and outreach. To support this… Read more »
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Have you ever considered making a charitable gift to the UW? You are to be commended for your desire to make a difference. To help plan your gift, we suggest that you ask yourself the following four questions:
Sometimes a person approaches a charity with an inquiry such as this: “I am in the process of selling some highly appreciated commercial real estate, and my accountant has advised me that I will have to pay a significant amount of tax on the capital gain.
Many donors are aware of the attractive benefits of the IRA charitable rollover—but one advantage that is not widely known is that it can reduce the portion of your Social Security benefits that is subject to federal income tax. If you are 70½ or older, the rollover allows you to transfer up to $100,000 directly… Read more »
If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time. Yes, it’s that dreaded time of the year again, almost the day of reckoning with the IRS. It is also a propitious time to assess how effective you were in planning your tax strategy for the… Read more »