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Gift Planning

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.
  • 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.
  • 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.


Contact Us


Brett Befus

Brett Befus

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





Ben Rose

Ben Rose

Director of Development, Gift Planning
Marian H. Rochelle Gateway Center
307-766-1801 |





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