UW Foundation

Charitable Giving Checklist

 

• Consider the big picture: What would you like to accomplish with your estate?

 
• Take the time to plan effectively­—the small amount of time devoted to deciding what to give, when to give, and how to give can dramatically impact how much you are able to give.

 
• As you do your research, make a list of questions to ask your advisors.

 
• You may want to do your own research so that you understand the concepts involved. (This guide should help, and you can also go to the UW Foundation website and click through to the planned giving section for more information. Once there, you can also sign up for our planned giving newsletter.)

 
• Make a list of people and organizations that you want to benefit from your estate plan.

 
• List property—including cash, real estate, personal possessions, securities, business interests, life insurance, and retirement plans—that you wish to distribute.

 
• Complete a Wills Kit, which will guide your information gathering and help you to prepare for consultations with your advisors. (For our free wills kit, visit www.uwyo.edu/foundation/ and click through to the planned giving section.)

 
• List the professionals that you need to consult—your attorney, banker, accountant, tax advisor, financial planner, investment advisor, or representatives from charitable organizations such as the UW Foundation.

 
• Make sure to keep good records.

 
• Contact the UW Foundation Planned Giving Team with questions or concerns.

 

 

 

 

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