Your Life, Your Plan
Gift Planning
You’ve worked hard for what you have, so you care about your legacy. Gift planning integrates your charitable gift into your overall financial, tax, and estate planning to maximize benefits both to you and to the Wisconsin Medicine. Depending on the arrangements you choose, you can:
Reduce your income taxes
Avoid capital-gains tax
Increase your spendable income
Retain payments for life
Estate Planning
At Wisconsin Medicine, philanthropy has played a major role in the success of both the UW School of Medicine and Public Health and UW Health. Often, generous donors make gifts during their lifetime in support of the areas that are most important to them. And these gifts, at any level, have made transformational impacts on the medical institution. There is also a subset of donors who have chosen to support the medical institution through their estate plans. This additional way of giving provides a wonderful opportunity to make a lasting impact on areas that are important to individuals along with creating strong legacies for the donors and their families.
By supporting the medical institution through your estate plans, you can make a significant difference in the lives of patients and families, help accelerate research efforts and be a catalyst for discovery. This is also a perfect way to provide an affordable medical school experience for our students and play a role in addressing health disparities issues that continue to create inequity for underrepresented populations.
There are multiple estate planning opportunities including bequests, life income gifts, gifts from retirement funds, life insurance, and the gifting of real estate and other properties.
Our goal is to work with you to identify the most effective, thoughtful, and impactful way to achieve your philanthropic goals both in your lifetime and through your estate plans.
The Office of Gift Planning at the University of Wisconsin Foundation is here to answer any questions you might have along the way. Learn more.