The USM Heritage Society

The Heritage Society, which was formed in 1991, recognizes those individuals who have advised us of their thoughtful and most meaningful remembrance of University School through charitable gift planning. We are grateful to our Heritage Society members for including USM in their estate plans.

Here are among the ways members of the Heritage Society have provided for University School through special gift planning:

Bequests and Living Trusts
Charitable Gift Annuities
Charitable Trusts
Retirement Plan Assets such as IRAs, 401(k) and 403(b) plans
Real Estate
Life Insurance

If you have included USM in your estate planning and would like to join our Heritage Society, please contact Jodie Tonner, Director of Major and Planned Giving at (414) 540-3333 or via e-mail at: jtonner@usmk12.org.

Copyright © 2008 by R&R Newkirk. All rights reserved.