When an individual decides to include a gift to benefit the University of Wisconsin-Madison in their estate, it’s an indicator of the impact that UW has had on their life. This action is significant, and we treat it as such.
Stewardship is of utmost importance when working with someone making a planned gift. Beyond ‘thank you,’ we want to offer guidance which will ensure their gift is received and applied according to their philanthropic intentions. Any legal documentation, including wills, trusts, and beneficiary designation forms, should reference “University of Wisconsin Foundation” as the entity to receive their gift. A specific campus unit or use can be further specified. Our tax ID is 39-0743975.
Donors can utilize the form to share information about their future commitment. After a completed form is received, a Director of Development will connect with the donor to say thank you, and to confirm that the appropriate documentation is in place. This form is also available as a one-page worksheet, which can be mailed or emailed upon request.
If estate documentation is received on campus, it should be forwarded to the Office of Gift Planning. We will work with the estate and UW System to determine the appropriate recipient of a planned gift to benefit UW-Madison. Please do not sign and return any forms to the estate without connecting with the Office of Gift Planning.