Planned Giving Program

Planned Giving Form (Download)

Planned giving us a way to support your community's favorite charitable organizations and those they serve. Planned giving refers to a means of making gifts which, while benefiting the organization, also provides signifigant financial advantages to the donor and their family. Your gift can be made during your lifetime or as part of your estate planning.

The plan giving guidlines for the University of Wisconsin-Stevens Point Paper Science Foundation are:

• Planned Gifts:
  
  Upon review of the Foundation Board of Directors Executive Committee, the following planned gift options will be considered.
  • Charitable gift annuities
  • Deferred gift annuities
  • Pooled income funds
  • Charitable remainder trusts
  • Charitable lead trust
  • Retained life estates
  
  
• Bequests:
  
  Bequests naming Paper Science Foundation as a beneficiary in your will or trust document is the most common form of planned giving. This is an oppotunity to provide for others beyond the limits of ones lifetime. A properly planned bequest can result in a larger estate passing on to your heirs.
  
  
• Endowed Funds:
  
  An endowment gift or bequest will be held and administered under the terms of the applicable Articles of Incorporation or Bylaws provisions governing the Foundation
  
  
• Cash Donation:
  
  All gifts by check shall be considered by the Foundation regardless of amount. Checks are made payable only to the Foundation. Pledges may be made payable in single or multiple installments.
  
  
• Life Insurance:
  
  The Foundation will accept life insurance policies as gifts only when the Foundation is named as an owner and beneficiary of the policy.
  
  
• Real Estate:
  
  The Foundation welcomes the gifts of real estate which means the Board of Directors requirements of "clear title" and "of no attached or of actual contingent liabilities."
  
  
• Tangible Personal Property:
  
  Gifts of tangible personal property to the Foundation shall not be accepted unless approved by the Foundation Board of Directors.
  
  
• Closely Held Securities:
  
  Non-Publicly held securities may be accepted after consultation with the Foundation legal counsel.
  
  
• Publicly Traded Securities:
  
  Readily marketable securities, such as those traded on a stock exchange, can be accepted by the Foundation. Gifted securities are likely to be sold immediately by the Foundation.

Gifts to the UWSP Paper Science Foundation Inc., a registered 501(c)(3) tax exempt organization, qualify for any applicable deductions on income, gift, or estate tax return.

Federal income, estate paid gift tax laws are all designed to encourage individuals and their families to make charitable gifts to organizations like the UWSP Paper Science Foundation.