Yes, you can support UW with securities such as stocks and mutual funds, real estate, personal property, and business interests. Know that donating long-term appreciated assets such as securities or real estate may bring even more benefits to a donor. By giving these assets to UW to establish a planned gift such a charitable gift annuity or charitable remainder trust, a donor can reduce capital-gain taxes and still receive a charitable deduction and other tax and income benefits.
To learn more about using assets other than cash to create a planned gift, please contact the UW Foundation planned giving office at pg@uwyo.edu or (307) 766-6300 or toll-free (888) 831-7795. You can also contact us via mail at UW Foundation, 222 South 22nd Street, Laramie, WY 82070.
There are a number of ways to structure a planned gift, including wills trusts, retirement plans, life insurance, charitable gift annuities, charitable remainder trusts, charitable lead trusts, and retained life estates. There are advantages and disadvantages to each of these.
To learn more about using tools to create a planned gift, please contact the UW Foundation planned giving office at pg@uwyo.edu or (307) 766-6300 or toll-free (888) 831-7795. You can also contact us via mail at UW Foundation, 222 South 22nd Street, Laramie, WY 82070.
We highly recommend that you document your gift through a Notification of Legacy Gift form (for a married couple or for single people).
If you choose or have chosen to name the University of Wyoming as a beneficiary of your estate, please let us know your plans. This will enable us to ensure your intentions are carried out as you wish, to show our appreciation of your generosity by including you as a member of our Legacy Society, and—equally as important—to use your example as an inspiration to others to include UW in their future plans, if you so wish.
In addition, if you would like to further specify the use of your funds, including
the creation of a named endowment, we would like to work with you on a Notification of Legacy Gift that would be kept
on file at the UW Foundation along with the applicable pages of your estate plan describing
your gift. This procedure will permanently document your values and your intentions
for the future.