Our Advancement Office exists to serve you and your advisers as you consider your support for University School. We would be pleased to meet with you, chat by telephone or exchange e-mail messages – it's up to you!
Jodie Tonner
Director, Major and Planned Giving
2100 W. Fairy Chasm Road
Milwaukee, WI 53217
(414) 540-3333 Fax: (414) 540-3630
E-mail address: jtonner@usmk12.org
Website address: www.usmk12.org
Name and E-mail Fields Are Required.
I would like information about gift plans that provide lifetime income to myself or to someone I select. I am interested in:
fixed income
variable income for a person(s) born "MM/DD/YY"
and
Please send me the following planning booklet(s):
Rewards of Financial Planning
Minimizing Your Income Taxes
Estate Planning for Women
Estate Planning for the 21st Century
Estate, Tax and Gift Planning for Doctors
Personal Affairs Record
Investments and Taxes
Planning Your Bequests
Planning Your Retirement (pre-retirement)
The Charitable Gift Annuity
The Remarkable Unitrust
Trusts in Financial Planning
Phenomenal Gifts with Investment Assets
Trusts for Family and Society
Lend Your Support! (loans and lead trusts)
Estate, Tax and Gift Planning for Executives and Professionals
Golden Opportunities (post-retirement planning)
Insuring a Better Future
When the Time Comes
Tax and Financial Planning Techniques
Techniques for Planning a Successful Will
Directions
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