Planned Giving

Harness the Giving Power of a Private Foundation—Without the Complexity

Donor Advised Funds

Ensure you’ve made the most of your donor advised fund—for your family and for the UW-Superior Foundation. Download the FREE guide Maximize the Impact of Donor Advised Funds.

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A donor advised fund, which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the UW-Superior Foundation and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

You can also create a lasting legacy by naming the UW-Superior Foundation the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

DAF Basics

Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide One Stop Giving: The Convenience and Simplicity of Donor Advised Funds.

Please provide the following information to view the guide.

Donor Advised Fund Guide Request Form
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Check Out This Potential Scenario

Happy familyJoe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation. The couple receives a federal income tax charitable deduction for the amount of the gift. They also get all the time they need to decide which charities to support. After researching community needs with the foundation's staff, Joe and Laura recommend grants for the UW-Superior Foundation (which they've supported for years) and the Animal Rescue League. The foundation presents the charities with checks from the Megan Fund, which Joe and Laura named in honor of their granddaughter. Joe and Laura are delighted to start this personal legacy of giving.

Learn How to Fund It

Create a donor advised fund with one of the following assets:

Next Steps

  1. If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
  2. Contact the University Advancement Office at (715) 394-8452 or give2uws@uwsuper.edu to discuss using your donor advised funds to support the UW-Superior Foundation and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. 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

Ensure you’ve made the most of your donor advised fund—for your family and for the UW-Superior Foundation. Download the FREE guide Maximize the Impact of Donor Advised Funds.

View My Guide

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit