What You Need to Know About Gift Planning
As more people start to plan for the future, many have questions about making an impact at UWL. We’ve put together a short list of frequently asked questions that you may find helpful as you craft your estate plan and consider giving back.
Q. I’m not able to make a gift at this time, but is there something I can do in the future?
A. Absolutely. There are a variety of different ways to include a gift to the UWL Foundation Inc. in your estate plan, many of which don’t require you to part with assets today. Contact Jackie Jensen-Utz to explore your giving options.
Q. How do I designate the UWL Foundation Inc. as a beneficiary of my retirement plan assets?
A. Simply contact your plan administrator for a change-of-beneficiary form. Name us as beneficiary, then sign, date and return the form to your provider. Even easier yet—log onto their website and update your designations online.
Q. Can someone at the UWL Foundation Inc. tell me more about my options and future benefits?
A. Absolutely. We are happy to walk you through the process and work with your planning team to help you find the best gift option.
Create Your Legacy at UWL
There are many ways you can make an impact at UWL through a future gift. Contact Jackie Jensen-Utz at jjensen-utz@uwlax.edu or 608.785.5325 to learn more.