Planned Giving

Turn Your Generosity Into Lifetime Income

Charitable Gift Annuities

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.

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When you are looking for ways to help the UW-Superior Foundation with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support the UW-Superior Foundation's work while receiving fixed payments for life is a charitable gift annuity.

Not only does this gift provide you with regular payments and allow us to further our work, but when you create a charitable gift annuity with the UW-Superior Foundation you can receive a variety of tax benefits, including a federal income tax charitable deduction.

Delay Your Payments

If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement. To learn more, view and download the FREE guide Plan for Retirement With a Deferred Gift Annuity.

Please provide the following information to view the brochure.

Check Out This Potential Scenario

Couple walking and smilingSay that Justin, 66, and Mary, 65, want to make a contribution to the UW-Superior Foundation that will support our work for generations to come, but they also want to ensure that they have dependable income during their retirement years. They establish a $20,000 charitable gift annuity with the UW-Superior Foundation. Based on their ages, they will receive a payment rate of 4.3 percent, which means that they will receive $860 each year for the remainder of their lives. They're also eligible for a federal income tax charitable deduction of $5,544* when they itemize. Finally, they know that after their lifetimes, the remaining amount will be used to support our mission.

*Based on annual payments and a 2.4 percent charitable midterm federal rate. Deductions vary based on income earned.

See How It Works

Learn How to Fund It

You can use the following assets to fund a charitable gift annuity:

Calculate Your Benefits

Submit a few details and see how a charitable gift annuity can benefit you.

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Next Steps

  1. Contact the University Advancement Office at (715) 394-8452 or give2uws@uwsuper.edu for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with the UW-Superior Foundation.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the UW-Superior Foundation in your plans, please use our legal name and federal tax ID.

Legal Name: University of Wisconsin – Superior Foundation, Inc.
Address: PO Box 2000, Superior, WI 54880
Federal Tax ID Number: 39-6088707

Learn more about the many benefits of a charitable gift annuity in our FREE guide Strengthen Your Future With a Charitable Gift Annuity.

View My Free Brochure

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit