What is your legacy?
When you include UW-Stout Foundation and Alumni Association in your estate plan, your generosity provides our students the highest quality education possible. Thank you for ensuring that the Foundation can impact those we serve well into the future.
Estate gift donors are part of an exclusive group known as the Bowman Society. Members ensure the enduring legacy of the Stout polytechnic experience for both students and faculty. We invite you to create a bright future for Stout students by considering a gift to UW-Stout in your will or estate plan.
Already included us in your estate plan? Please let us know by clicking the button below or contacting us at 715-232-1151.
You decide how you give.
The most popular options for a gift in this range:
- Under $25,000
- Gift of Cash
- Outright Gift of Appreciated Securities
- Donor Advised Fund
- Gift in Your Will or Living Trust
- Charitable Gift Annuity
- Beneficiary Designations
- $25,000 to $99,999
- Gift of Cash
- Outright Gift of Appreciated Securities
- Donor Advised Fund
- Gift in Your Will or Living Trust
- Charitable Gift Annuity
- Beneficiary Designations
- $100,000 to $999,999
- Outright Gift of Appreciated Securities
- Gift in Your Will or Living Trust
- Beneficiary Designations
- Charitable Gift Annuity
- Outright Gift of Life Insurance
- Charitable Remainder Trust
- Charitable Lead Trust
- $1 million or more
- Outright Gift of Appreciated Securities
- Gift in Your Will or Living Trust
- Beneficiary Designations
- Charitable Remainder Trust
- Charitable Lead Trust
The most popular options for a gift by age:
- Under 40
- Gift of Cash
- Outright Gift of Appreciated Securities
- Donor Advised Fund
- Gift in Your Will or Living Trust
- Beneficiary Designations
- 40-54
- Gift of Cash
- Outright Gift of Appreciated Securities
- Donor Advised Fund
- Gift in Your Will or Living Trust
- Beneficiary Designations
- 55-69
- Outright Gift of Appreciated Securities
- Gift in Your Will or Living Trust
- Charitable Gift Annuity
- Beneficiary Designations
- Real Estate
- Charitable Remainder Trust
- Charitable Lead Trust
- 70+
- Outright Gift of Appreciated Securities
- Gift in Your Will or Living Trust
- Charitable Gift Annuity
- Beneficiary Designations
- Smart Giving From Your IRA
- Outright Gift of Life Insurance
- Real Estate
- Charitable Remainder Trust
- Charitable Lead Trust
Cash
One of the easiest and most common ways for you to support University of Wisconsin-Stout is with a gift of cash. Cash can be used to support our work in the form of:
- An outright gift. By making a cash gift by check, credit card or setting up an automatic transfer from your bank account today, you enable the Foundation to meet our most urgent needs and carry out our mission on a daily basis. You will have the opportunity to see your generosity in action and will also receive a federal income tax charitable deduction when you itemize on your taxes.
- A payable on death (POD) account. A POD bank account or certificate of deposit names one or more persons or charities as the beneficiary of all funds once you, the account owner, pass away. The beneficiary you name has no rights to the funds until after your lifetime. Until that time, you remain in control and are free to use the money in the bank account, change the beneficiary or close the account.
Gift in Your Will or Living Trust
You want to leave money to University of Wisconsin-Stout in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both. This type of donation to the Foundation in your will or living trust helps ensure that we continue our mission for years to come.
Our federal tax ID number is: 39-6088094
Below is suggested language to use when drafting your bequest.
Sample Language
For an unrestricted gift that allows University of Wisconsin-Stout to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
"I give to UW-Stout Foundation and Alumni Association, a nonprofit corporation currently located at Louis Smith Tainter House, 320 South Broadway Street, Menomonie, WI 54751, or its successor thereto, _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose."
Appreciated Securities
Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to University of Wisconsin-Stout. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
Securities are most often used to support our work in the form of:
- An outright gift. When you donate securities to the Foundation, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.
- A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.
Retirement Plan Assets
- Beneficiary Designations
Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:
- IRAs and retirement plans
- Life insurance policies
- Donor advised funds
- Commercial annuities
It is very simple to name University of Wisconsin-Stout as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
2. Smart Giving From Your IRA: A Tax-Saving Way to Help University of Wisconsin-Stout
Make a difference today and save on taxes. It is possible when you support University of Wisconsin-Stout through your IRA.
A Special Opportunity for Those 70½ Years Old and Older
You can give any amount (up to a maximum of $108,000) this year from your IRA directly to a qualified charity such as University of Wisconsin-Stout without having to pay income taxes on the money. Gifts of any value $108,000 or less are eligible for this benefit and you can feel good knowing that you are making a difference at the Foundation. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.
Why Consider This Gift?
- Your gift will be put to use today, allowing you to see the difference your donation is making.
- If you are required to take minimum distributions, you can use your gift to satisfy all or part of your obligation.
- You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
- Since the gift doesn’t count as income, it can reduce your annual income level. This may help lower your Medicare premiums and decrease the amount of Social Security that is subject to tax.
3. Charitable Remainder Trust
If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create. At the end of the trust term, the balance in the trust goes to University of Wisconsin-Stout.
These types of gifts may offer you tax benefits and the option for income. There are two ways to receive payments and each has its own benefits:
The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is redetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.
Life Insurance
When the original purpose for a life insurance policy no longer applies—such as educating children now grown or providing financial security for a spouse—your policy can become a meaningful way to support our work. There are three ways to give life insurance to University of Wisconsin-Stout:
- Name us a beneficiary of the policy. This gift is as simple as updating your beneficiary designation form with the policy holder. You can designate us as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary doesn't survive you.
- Make an outright gift of an existing policy. You can name us as owner and beneficiary of an existing policy. You qualify for a federal income tax charitable deduction when you itemize on your taxes. If you continue to pay premiums on the policy, each payment is tax deductible as a charitable gift if you itemize.
- Make an outright gift of a new policy. You can take out a new policy and irrevocably name the Foundation as the owner and the beneficiary of the insurance contract. This method may be particularly attractive for the younger donor. Whether you make one single premium payment for the policy or pay annual premiums, each payment is tax deductible as a charitable gift when you itemize on your taxes.
Real Estate
Want to make a gift to University of Wisconsin-Stout without touching your bank account? Consider giving us real estate, such as a personal residence, vacation home, farm, commercial property or undeveloped land. Such a generous gift helps us continue our work for years to come. And a gift of real estate also helps you. When you give University of Wisconsin-Stout appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction and you may minimize or eliminate capital gains tax. And you no longer have to deal with that property's maintenance costs, property taxes or insurance.
Another benefit: You don't have to hassle with selling the real estate. You can deed the property directly to the Foundation or ask your attorney to add a few sentences in your will or trust agreement.
Donor Advised Funds
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to University of Wisconsin-Stout and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.
You can also create a lasting legacy by naming University of Wisconsin-Stout the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.
Bowman Society members have demonstrated their belief in the future by making a life income gift or by including UW-Stout Foundation and Alumni Association in their estate plans. Our legacy partners are Bowman Society members who are no longer with us but their gifts continue to make an impact on our campus.
| *Herman & *Margaret Arneson | *Karen L. Johnson 61 |
| *G. Marion Arntson 26 | *Byron E. Kabot |
| *Louis E. Below 48 | *Harold G. 39 & *Henrietta Kees |
| *Phyllis Bentley | *Emma & *Rudolph F. 32 Kogl |
| *Mary A. 54 & *Donald C. 54 Beran | *C Robert 39 & Helen A. Good Krause |
| *Viola C. Bergholz 40 | *Lenore L. Landry 45 |
| *Theo F. Bird 08 | *Price E. 32 & *Jean Marie Smith Larson |
| *Janice H. Blake 35 | *Alice P. Lynum 33 |
| *Edith M. Brace 30 | *Ethel Adams Martalock 21 |
| *Jean A. Breisch | *Donald Y. McMillan |
| *Eldon 49 & Doris Broman | *Milton J. McRae |
| *Martha Burgess | *William J. 32 & *Betty Micheels |
| *Leo F. Buscaglia | *H. Jack 37 & *Marjory Steiner 38 Milnes |
| *Elaine Thomas 36 & *LeRoy E. 35 Charlick | *Hughitt G. 36 & *Orvetta B. Braker 36 Moltzau |
| *Diane C. Colby 62 | * Gilbert M. & *Kiyo Nakatani |
| *Lucille F. 35 & *John Cormican | *Garnet 39 & Beverly Nobiensky |
| *Lloyd L. & Ruth Jeane Crane | *Carolyn E. Nordlund 68 |
| *Mary J. Crownhart 74 | *Mildred C. Olson 29 |
| *Albert R. Davey 80 | *Joseph M. 46 & *Florence Petryk |
| *George C. 21 & *Gladys Decker | *Ivy Plunkett Estate |
| *Kenneth R. & *Eunice Hockenbrock 35 Doane | *Maybelle M. Ranney Price 45 |
| *Carol A. Dobrunz | *Esther T. & *Robert E. Quinn |
| *Kim R. Falk 84 | *Albert J. Rakstis 69 |
| *William 50 & *Marian Fehrenbach 50 | *Lucille W. Reynolds 09 |
| *Gertrude A. Osthelder 26 & *Lewis E. Fenner | *E. Robert 48 & *Fern Rudiger |
| *Elizabeth A. & *Paul W. Fenton | *Ferne L. Salisbury 17 |
| *Margaret Fleming | *Bernice & *E. J. Schoepp |
| *Ruth C. Good 38 & *Stanley L. Fox 38 | *Edwin W. 36 & *Lois Siefert |
| *John M. 64 & *Patricia E. Frinak | *Helen Taylor 40 & *Alfred Siever 40 |
| *Verne C. & Helen Fryklund 16 | *Thomas G. Sievers 15 |
| *William Funk 42 | *Anita Slocumb |
| *Helen E. 35 & *Donald Gates | *D. C. 35 & *Jean Snoyenbos |
| *Margaret Gibson 39 | *Evelyn Steenbock 25 |
| *Evelyn Giese 31 | *Sue Stephenson 82 |
| *Owen F. Goodman | *Leo E. 38 & *Betty M. Webb 38 Styer |
| *James C. Gregersen 71 | *Mary E. Thomsen 45 |
| *Donald Haile | *Wawa J. Thorson 62 |
| *Ethel Hein 12 | *Elizabeth J. Tupper 29 |
| *Earl E. & *Marion Kies Hoffman | *Esther Hendrickson 33 & *Edward Vogel |
| *Ray N. 40 & *Fern Olson 42 Hollister | *Marion V. Saari Vukelich 50 |
| * Jeannette A. Slamen Houle 39 | *Essie Hughes 21 & *Walter Wesenberg |
| *H. Edwin Howe 42 | *Francis F. 31 & *Esther Whiting |
| *Ralph G. & *Nancy Iverson | *Karl J. 50 & *Jean A. Pengilly 52 Windberg |
| *Lida Jamison 21 | *William H. 37 & *Selma H. Winger |
| *Don 51 & *Bonnie Winters |
Bowman Society members have demonstrated their belief in the future by making a life income gift or by including UW-Stout Foundation and Alumni Association in their estate plans. Our legacy partners are Bowman Society members who are no longer with us but their gifts continue to make an impact on our campus.
| *Herman & *Margaret Arneson | *Karen L. Johnson 61 |
| *G. Marion Arntson 26 | *Byron E. Kabot |
| *Louis E. Below 48 | *Harold G. 39 & *Henrietta Kees |
| *Phyllis Bentley | *Emma & *Rudolph F. 32 Kogl |
| *Mary A. 54 & *Donald C. 54 Beran | *C Robert 39 & Helen A. Good Krause |
| *Viola C. Bergholz 40 | *Lenore L. Landry 45 |
| *Theo F. Bird 08 | *Price E. 32 & *Jean Marie Smith Larson |
| *Janice H. Blake 35 | *Alice P. Lynum 33 |
| *Edith M. Brace 30 | *Ethel Adams Martalock 21 |
| *Jean A. Breisch | *Donald Y. McMillan |
| *Eldon 49 & Doris Broman | *Milton J. McRae |
| *Martha Burgess | *William J. 32 & *Betty Micheels |
| *Leo F. Buscaglia | *H. Jack 37 & *Marjory Steiner 38 Milnes |
| *Elaine Thomas 36 & *LeRoy E. 35 Charlick | *Hughitt G. 36 & *Orvetta B. Braker 36 Moltzau |
| *Diane C. Colby 62 | * Gilbert M. & *Kiyo Nakatani |
| *Lucille F. 35 & *John Cormican | *Garnet 39 & Beverly Nobiensky |
| *Lloyd L. & Ruth Jeane Crane | *Carolyn E. Nordlund 68 |
| *Mary J. Crownhart 74 | *Mildred C. Olson 29 |
| *Albert R. Davey 80 | *Joseph M. 46 & *Florence Petryk |
| *George C. 21 & *Gladys Decker | *Ivy Plunkett Estate |
| *Kenneth R. & *Eunice Hockenbrock 35 Doane | *Maybelle M. Ranney Price 45 |
| *Carol A. Dobrunz | *Esther T. & *Robert E. Quinn |
| *Kim R. Falk 84 | *Albert J. Rakstis 69 |
| *William 50 & *Marian Fehrenbach 50 | *Lucille W. Reynolds 09 |
| *Gertrude A. Osthelder 26 & *Lewis E. Fenner | *E. Robert 48 & *Fern Rudiger |
| *Elizabeth A. & *Paul W. Fenton | *Ferne L. Salisbury 17 |
| *Margaret Fleming | *Bernice & *E. J. Schoepp |
| *Ruth C. Good 38 & *Stanley L. Fox 38 | *Edwin W. 36 & *Lois Siefert |
| *John M. 64 & *Patricia E. Frinak | *Helen Taylor 40 & *Alfred Siever 40 |
| *Verne C. & Helen Fryklund 16 | *Thomas G. Sievers 15 |
| *William Funk 42 | *Anita Slocumb |
| *Helen E. 35 & *Donald Gates | *D. C. 35 & *Jean Snoyenbos |
| *Margaret Gibson 39 | *Evelyn Steenbock 25 |
| *Evelyn Giese 31 | *Sue Stephenson 82 |
| *Owen F. Goodman | *Leo E. 38 & *Betty M. Webb 38 Styer |
| *James C. Gregersen 71 | *Mary E. Thomsen 45 |
| *Donald Haile | *Wawa J. Thorson 62 |
| *Ethel Hein 12 | *Elizabeth J. Tupper 29 |
| *Earl E. & *Marion Kies Hoffman | *Esther Hendrickson 33 & *Edward Vogel |
| *Ray N. 40 & *Fern Olson 42 Hollister | *Marion V. Saari Vukelich 50 |
| * Jeannette A. Slamen Houle 39 | *Essie Hughes 21 & *Walter Wesenberg |
| *H. Edwin Howe 42 | *Francis F. 31 & *Esther Whiting |
| *Ralph G. & *Nancy Iverson | *Karl J. 50 & *Jean A. Pengilly 52 Windberg |
| *Lida Jamison 21 | *William H. 37 & *Selma H. Winger |
| *Don 51 & *Bonnie Winters |
