Gift planning can encompass many options to support UW-Whitewater now or in the future, and some options can also provide income to you now or later on. Donors may choose to establish a fund with current assets to enjoy the impact of their philanthropy while living and then grow it substantially through an estate gift.
Talking with a staff member can help you define both your philanthropic goals and the different ways to accomplish them. Gifts of cash, securities, insurance and wills and trusts are the most popular vehicles, but there are additional opportunities that may fit your situation.
For more information about planning under the new tax rules, download the Planning Under the New Tax Rules Booklet.