Legacy Giving Through
Estate and Financial Plans

One of the most heartfelt ways to express your support for the University of Wisconsin-River Falls is to include a gift to the UW-River Falls Foundation in your will.

Your bequest can be made for a specific dollar amount or for a percentage of your estate. It can be restricted to a specific program or unrestricted to be used at the discretion of the Foundation.

Unrestricted bequests are especially valuable as they permit funds to be used for the most beneficial and urgently needed purposes at the time they are received.

Restricted bequests are used for a specific program or activity of your choice. We will be happy to provide you with information to help you decide. And you may designate more than one gift focus.

Take These Five Simple Steps

1. Assemble Important Information
Compile the basics. Don’t forget to include important documents such as marriage and prenuptial agreements, real estate papers, insurance policies, retirement plans, and other significant documents. List your assets and liabilities along with names and addresses of those you wish to make your beneficiaries and the charities you wish to support.

2. Consult with a Professional
Seek out an attorney. He or she can ensure that your will provides for your beneficiaries in the manner you direct. An attorney can advise you on taxes, estate law, and matters that affect the distribution of your estate.

3. Decide How to Distribute Your Assets
Specify who receives property (jewelry/automobiles), real estate, cash. Leave specific assets to family, friends or charitable organizations such as the UW-River Falls Foundation. Planning now makes a big difference.

4. Select a Personal Representative or Trustee
Name a personal representative who will see that the provisions of your will are carried out. It can be an individual, a bank with trust powers or a trust company.

5. Review Your Plan Periodically
Changes in your life may mean you need to make alterations to your will. Tax laws change, you move, or you decide to make additional charitable contributions.