Ways to Give
Will and Estate Giving
Generations of UW-Whitewater alumni and friends have chosen to share their legacy by naming the UW-Whitewater Foundation, Inc. in their will, bequest or as a beneficiary in a life insurance or retirement policy. Providing future support to UW-Whitewater in this manner, often only requires the addition of a codicil or directive noting the wish to support the University.
Please consider discussing your plans with a member of our team so your gift can be properly stewarded and recognized. We advise donors to complete a Letter of Intent and to work with a staff member to create a personalized Gift Agreement. This ensures that your gift can be accomplished exactly to your specifications.
For additional information on bequests, or to learn about the different options for including UW-Whitewater Foundation, Inc. in your will or estate plan, please contact us. Talking with a staff member can help you define both your philanthropic goals and the different ways to accomplish them.
Wills and Trusts: Simply state that UW-Whitewater Foundation, Inc. should receive a percentage of your estate or a specific dollar amount in your will or living trust. UW-Whitewater Foundation, Inc. offers a Sample Will Codicil you may refer to, as an addendum to your current estate plan.
Beneficiary Designations. Retirement plans and life insurance policies offer a convenient option to list UW-Whitewater Foundation, Inc. as one of your areas of philanthropy. By adding us on the beneficiary designation form, you can distribute a percentage of the proceeds or the entire amount. Not only is this an easy way to give, but it is also flexible—you can review and adjust beneficiary designations anytime you want.
Life Insurance: Naming UW-Whitewater Foundation, Inc. as a beneficiary in an insurance policy can be a simple way to leave your legacy.
IRAs and Other Retirement Accounts: Retirement accounts that are not depleted during your lifetime can be subject to income tax for your heirs and possibly estate taxes upon distribution. Designating these funds as an estate gift can be a tax-efficient way to give.
Establishing a gift, either now or in the future, can also provide consistent income to you and your family.
Katie Kuznacic
Foundation President and Vice Chancellor for University Relations
kuznacik@uww.edu
262-472-5472
Kiefer M. Sullivan
Major Gift Officer, Athletics Liaison and College of Arts and Communication Liaison
sullivanKM14@uww.edu
262-472-5646
Ben Strand
Senior Gift Officer, College of Letters and Sciences Liaison
strandb@uww.edu
920-728-4294
Will and Estate Giving Checklist
- Contact a staff member from the Foundation to answer any questions you may have to ensure that your specific philanthropic goals are achieved.
- Fill out and return a Letter of Intent to UW-Whitewater Foundation, Inc.
- Consider adding UW-Whitewater Foundation, Inc. directly to your beneficiary designation for your retirement fund (IRA, Roth-IRA, 403B, etc.).
- Provide information on any life insurance policies that you wish to be directed to UW-Whitewater Foundation, Inc.
- Review and print the Will and Estate Giving Checklist here.
Gift FAQs
UW-Whitewater Foundation’s EIN number is 39-6081189. This can be used on any tax forms requiring documentation of donations to a 501(c)(3) organization.
To avoid any processing fees, you can make a check payable to:
UW-Whitewater Foundation, Inc.
Any donation made to the Foundation that does not clearly state the specific fund name will be allocated to the Warhawks Give (Greatest Needs) Fund.
Mail checks to:
UW-Whitewater Foundation, Inc.
Alumni Center
800 W Main St
Whitewater, WI 53190
Note: The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change.