Planned Giving

Bequest Language

The UW-Superior Foundation is an independent, nonprofit, tax-exempt corporation founded in 1949, with a mission to secure, invest and manage financial resources that support exceptional opportunities for the University of Wisconsin - Superior and its students, faculty and facilities.   

The following includes several examples of bequest wording to benefit the University of Wisconsin - Superior through the UW-Superior Foundation.  

Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities.  We encourage you to share your final will provision with the Foundation's Office to ensure that your wishes will be properly followed and recognized.  

To further assist you with your plans, the Foundation Office can provide sample language for the program or area you wish to support.  This confidential service is available to you without obligation.

To request specialized language for a will or trust, please contact the Foundation Office at 715-394-8452 or 1-888-893-8593.

Percentage of Estate-for unrestricted purpose
I hereby give, devise and bequeath to the UW-Superior Foundation, a nonprofit, non-stock Wisconsin corporation with its principal office in Superior, Wisconsin, ________ percent (%) of the rest, residue and remainder or my estate as an unrestricted gift to be used in the area of greatest need at the time the gift is received.  

Percentage of Estate-for restricted (endowment) purpose 
I hereby give, devise and bequeath to the UW-Superior Foundation, a nonprofit, non-stock Wisconsin corporation with its principal office in Superior, Wisconsin, ________ percent (%) of the rest, residue and remainder or my estate to form an endowment fund for _________________________.  This fund shall be a permanent endowment and shall be known as the ______________________ Fund.  All distributions from the Fund shall be described as having been made available by this Fund.  Additional contributions to said Fund, whether by gift, bequest or devise, may be accepted at any time with the approval of the Foundation.  

It is understood and agreed that should the purpose for which this Fund is instituted cease to exist, then the Foundation may devote said Fund for such other uses and purposes as it determines to be in accordance with my original intent in making this gift. 

Specified Amount-for unrestricted purpose 
I hereby give, devise and bequeath to the UW-Superior Foundation, a nonprofit, non-stock Wisconsin corporation with its principal office in Superior, Wisconsin, the sum of  __________ dollars ($) as an unrestricted gift to be used in the area of greatest need at the time the gift is received.  

Specified Amount -for restricted (specific) purpose 
I hereby give, devise and bequeath to the UW-Superior Foundation, a nonprofit, non-stock Wisconsin corporation with its principal office in Superior, Wisconsin, the sum of __________ dollars ($) to be used for _________________________ at the University of Wisconsin - Superior.  

It is understood and agreed that should the purpose for which this bequest is instituted cease to exist, then the Foundation may devote said bequest for such other uses and purposes as it determines to be in accordance with my original intent in making this gift.