Establishing a future gift

Thank you for considering a gift that will create a lasting legacy for future generations at UWM. There are several ways to include SOE in your estate plans, such as bequests, trusts, retirement assets, life insurance policies or charitable gift annuities.

Please consider asking your attorney or advisor to use the following language in your will, or contact me to discuss:

“I bequeath ___ to the UWM Foundation, Inc. for the benefit of the University of Wisconsin-Milwaukee, School of Education. I would like my gift to be used to support ____ (name of program, specific or general scholarships, etc) within the School of Education.”

We encourage you to involve UWM's Office for Development & Alumni Relations so that we may help insure your gift intentions will be properly documented, followed, and recognized according to your wishes. I want to assure you that our communications are confidential.

Once your plans are complete, we would be honored to include you as a member of the Alice G. Chapman Society, our recognition society for those who have included UWM in their estate plans.  Members are listed in university publications and invited to special events on campus. Please contact me for more information.

Giving from your retirement fund

Giving from your retirement fund can be as simple as changing the beneficiary designation. From your financial institution, you can request a change of beneficiary form. There are also ways to give from your retirement plan during your lifetime. Please contact me for more information.