Planned Giving

Make a lasting impact

You’ve worked hard for what you have, and successful accomplishments can likely be traced back to roots at UW-Eau Claire. Now is the time to think ahead towards investing in things you care most about. Planned gifts to the UW-Eau Claire Foundation flexibly integrate your charitable, financial, tax, and estate planning to maximize benefits to both you and the UW-Eau Claire Foundation. To ensure your gift is received and managed for the specific benefit of UW-Eau Claire, both planned and estate gifts must be designated to the UW-Eau Claire Foundation.

Bequests to the UW-Eau Claire Foundation

A bequest to the UW-Eau Claire Foundation is a meaningful way to express what’s important to you. When your estate is distributed, your bequest will be used as you previously directed to support people and programs at UW-Eau Claire.

Share the following suggested bequest language with your attorney as you make plans to include the UW-Eau Claire Foundation in your will or trust:

Unrestricted general bequest

I hereby leave [percentage of estate/dollar amount/residue of estate/percentage of residue] of my estate/trust to the University of Wisconsin-Eau Claire Foundation Inc., Eau Claire, Wisconsin, to be used for the benefit of the university in such manner as the Foundation board of directors may elect.

Restricted general bequest

I hereby leave [percentage of estate/dollar amount/residue of estate/
percentage of residue] of my estate/trust to the University of Wisconsin-Eau Claire Foundation Inc., Eau Claire, Wisconsin, for the following restricted purpose: _______________________________________

Design your legacy

Whether you would like to put your donation to work today or continue giving for generations, you can find a charitable plan that lets you achieve your philanthropic goals while supporting UW-Eau Claire for years to come. There are several arrangements to choose from that can reduce your income taxes, avoid capital-gains tax, increase your spendable income and retain payments for life. The staff at the UW-Eau Claire Foundation are here to help. 

Are you planning to make an estate provision to support UW-Eau Claire through your will, a trust, an insurance policy, annuity or other asset?  If so, just complete this short DOI Form and return it to the UW-Eau Claire Foundation, or contact us for more information.

“It’s so rewarding to consider that my support makes a meaningful and lasting difference in the lives of today’s and tomorrow’s UWEC students. I’m proud to be a Blugold. If my giving back helps provide an experience similar to mine, that’s a wonderful legacy.”

-Lynn Moline, '76

A photo of Joey Bohl admissions and her husband who have set up a planned gift.

Passion leads to planned giving to UW-Eau Claire Foundation

For Joey Bohl, the University of Wisconsin-Eau Claire was among the organizations she felt most passionate about when she and her husband, Ralph, determined where to focus their charitable giving.

Read more
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