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Planned Giving

Making a planned gift is a wonderful way to show your support and appreciation for the University of Wyoming and its mission while accommodating your own personal, financial, estateplanning, and philanthropic goals. With smart planning, you may actually increase the size of your estate, reduce the tax burden on your heirs, or receive an immediate tax deduction, life income, continued use of gift property, or elimination of capital gains tax. Just as important, you will know that you have made a meaningful contribution to UW. The UW Foundation’s planned giving staff assists donors in integrating charitable gifts into their financial, tax, and estate planning objectives, maximizing benefits to both donors and the University of Wyoming.


Planned Giving Maximizes Benefits for Everyone

Planned giving is supporting UW with a gift through your will or trust or another estate planning tool—a charitable gift annuity or retirement plan beneficiary designation, for example. The process can be fairly straightforward and tailored to your needs. You can provide for your family while also making a big difference in the lives of others, as including UW in your estate plans will ensure that generations to come have the same opportunities that you have benefited from.


What You Can Do with Your Estate

• Support UW Today
• Provide for Your Family and Also Leave a Legacy
• Plan for a Loved One
• Earn Additional Income
• Diversify Your Assets
• Simplify Your Life by Gifting Real Estate
• Gift Real Estate While Continuing to Live There
• Share the Collection of a Lifetime
• Avoid Tax on IRAs
• Make a Significant Gift to UW
• Continue a Tradition or Pass on Values
• Leave a Legacy


William and Jodi Schuman

Both Bill and Jodi Schuman are UW alums, and Bill’s dad is Jerry Schuman, UW adjunct professor and research soil scientist. While at UW, Bill earned his degree in civil engineering and Jodi earned hers in biochemistry. After graduation, they eventually settled in Iowa, where Bill and his business partner started a company focused on geographic information systems. When the company was recently acquired, the Schumans were looking for a way to minimize taxes and add to their retirement income. They set up a deferred gift annuity, which gives them an immediate tax deduction and provides fixed payments for their retirement years down the road. It also gives them the satisfaction of knowing they’re helping the next generation of students at UW.


Robert and Carol Pennington

Bob Pennington is a rancher and retired CEO of Ecto Development Corporation, which develops products for the animal health industry. He earned his bachelor’s and master’s in animal husbandry and entomology, respectively, from UW. Bob and his wife Carol decided to fund an endowed scholarship with their IRA that will benefit the Rodeo Team, particularly rough stock riders. They’ve been supporting the UW College of Agriculture and Applied Science and the Rodeo Team for almost 30 years. Bob represented UW as a bull rider and was president of the Rodeo Team—crediting his balance to wrestling at Cheyenne East and his hand strength to milking cows.


Jeff and Cathy Marsh

Jeff Marsh is an entrepreneur from Torrington and serves as chariman of the UW Board of Trustees. Both he and his wife Cathy are UW alums. He earned a bachelor’s and master’s from the College of Education, and she earned a bachelor’s from the College of Business. Over the years, their generosity has supported so many things across campus—facilities such as the Marian H. Rochelle Gateway Center and the Mick and Susie McMurry High Altitude Performance Center; students through scholarships, the Cowboy Joe Club, and the Pokes Make the Difference campaign; and other areas such as club sports and the Art Museum. As the culmination of all their amazing care, they are remembering UW in their estate plans.

 
Contact For More Information

Brett Befus

Brett Befus

Associate Vice President for Development
Marian H. Rochelle Gateway Center
307-766-4259 | bbefus@uwyo.edu

1000 E. University Ave. Laramie, WY 82071
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