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Types of Giving
- Annual
- Major
- Planned
- Blended
Gift Planning Types of Giving Annual Major Planned Blended - - PowerPoint PPT Presentation
Gift Planning Types of Giving Annual Major Planned Blended - - PowerPoint PPT Presentation
Gift Planning Types of Giving Annual Major Planned Blended Office of Gift Planning Our goal is to benefit the University of Wisconsin Madison by assisting those who are interested in providing financial support to UW via one
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Office of Gift Planning
Our goal is to benefit the University of Wisconsin – Madison by assisting those who are interested in providing financial support to UW via one of our gift planning vehicles.
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The Importance of Gift Planning
50 100 150 200 250 300 350 400 2010 2011 2012 2013 2014 New Def. Pledge Amounts and Received Irrevocable Gifts New Outright Gifts/Pledges to UWF
$50.8 MM (27%) $85.3 MM (45%) $35.5 MM (22%)
$11.4 MM (12%)
$83.1 MM (23%)
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Purpose of Gift Planning
- Establishing a lasting legacy at the university
- Maximize the results of charitable giving
- Exchange gift for income
- Lower taxes
- Income tax deductions
- Reduction in gains tax
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Types of Planned Gifts
- Bequests & other revocable gifts
- Life income arrangements
- Gifts of real estate and other property
- Blended gifts
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Bequests
- Gifts made through a will, trust, or other provision in
an estate plan
- Specific language is necessary
- Bequests are the most popular form of planned gift
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Bequest Language
Specific will language is needed, but customized wording can be provided:
“I hereby give, devise and bequeath to the University of Wisconsin Foundation, a nonprofit, non-stock Wisconsin corporation with its principal office in Madison, Wisconsin, _______ of the rest, residue, and remainder of my estate to be used for ___________ at the University of Wisconsin-Madison…”
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Other Revocable Gift Options
- Retirement Plans
- Investment Accounts
- Life Insurance Policies
Note: must be gifted to the University of Wisconsin Foundation!
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Life Income Arrangements
- Fixed or variable payment options
- Can offer immediate payment or be deferred
- Can benefit one or more beneficiaries
- Often offer tax advantages
- Some gift arrangements can begin with a gift of
$10,000
- There is no maximum gift level
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Gifts of Real Estate and other Property
While some restrictions apply, real estate and other property can be given as charitable contributions.
- Personal residences
- Farms
- Rental properties
- Etc…
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Blended Gifts
Outright gift(s) during donor’s lifetime + Legacy gift through donor’s estate = Huge impact + Ability to see that impact during lifetime
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This Does Not Need to be Confusing!!!
Remember: Many gift options exist – we are here to help find an option that fits your goals.
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Sharing your Intentions
- Information will be held as anonymously as you would
like.
- Any information shared is non-binding.
- Recording your intentions ensures the gift will be
directed appropriately when received many years from now.
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