Planned Giving

Facts for Advisers

Wills and Trust Language

Bequest language that can be used in a gift by will or living trust:

I give and bequeath to the UW-Whitewater Foundation Inc., a not-for-profit corporation organized under the Laws of the State of Wisconsin and having its principal office at 800 W. Main Street, Whitewater, WI 53190.

To make a cash bequest:

the sum of $_________ to be used by the UW-Whitewater Foundation for its general purposes.

 

To give a percentage of the estate:

_______ percent of my estate to be used by the UW-Whitewater Foundation for its general purposes.

 

To give a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by the UW-Whitewater Foundation for its general purposes.

 

To give a tangible asset or property:

_______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by the UW-Whitewater Foundation for its general purposes.

 

Please call Jonathan Enslin at (262) 472-1482 if you have any additional questions.

Contact Information

Jonathan Enslin
UW-Whitewater Foundation, Inc.
800 W. Main Street
Whitewater, WI 53190
(262) 472-1482
Fax: (262) 472-1518

Securities Transfers

DTC Number: 0547

Account Number: 8548-0926

Taxpayer ID Number: 39-6081189

Our Broker: Robert W. Baird & Company
Telephone: (800) 792-2473

Please telephone our office if your client is transferring shares to the UW-Whitewater Foundation. We need to know the name and numbers of shares being transferred.

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