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Investments

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 »

Give Property Before its Too Late to Avoid Tax on Capital Gain

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.

IRA Rollover Can Reduce Tax on Social Security Benefits

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 »