Planned Gifts

Charitable Remainder Trusts

With a charitable remainder trust, are transferred into a trust for a specified number of years or for your lifetime. You or another beneficiary receives regular payments during this time, and the remaining assets are given to the UW-Green Bay Foundation to create a permanent charitable fund.

Charitable Lead Trusts

A charitable lead trust is a flexible plan in which assets are transferred to a trust that pays income to one or more charitable recipients. At a fixed date or upon death, the assets are transferred to other beneficiaries named by you.

Life Insurance, 401K, IRA

If you have a life insurance policy, 401K, IRA or other retirement plan that is no longer needed, you can designate the UW-Green Bay Foundation as the owner or beneficiary. This investment supports student success and programs and counts as a charitable contribution. You may name the Foundation as a primary or secondary beneficiary to ensure your wishes are met.

Bequests & Living Trust

You can include a provision in your will directing a gift to the UW-Green Bay Foundation after your death or the death of a survivor. Gifts can be a specific amount, property or a percentage of the remaining estate after taxes, expenses and specific bequests. Below is sample language you can use to include UW-Green Bay in your will. You should always consult with your own attorney, accountant or advisors for the legal and tax implications before making a major charitable contribution.

Unrestricted Purpose

I hereby give, devise and bequeath to the University of Wisconsin-Green Bay Foundation, for the benefit of UW-Green Bay, the [insert amount or percent of your estate] as an unrestricted gift to be used in the area of greatest need at the time the gift is received

Specific Purpose

I hereby give, devise and bequeath to the University of Wisconsin-Green Bay Foundation, for the benefit of UW- Green Bay, the [insert amount or percent of your estate] to be used for [insert purpose or name of fund].

Named, Endowed Fund

I hereby give, devise and bequeath to the University of Wisconsin-Green Bay Foundation, for the benefit of UW- Green Bay, [insert amount or percent of your estate] to form an endowment fund for (insert purpose). This fund will be a permanent fund and shall be known as the [insert name of fund].