HOW TO GIVE

Warhawks have benefited from both endowed and general scholarships for generations. Thanks to the philanthropic leadership and generous support of alumni, emeriti and friends, UW-Whitewater offers scholarships to:

• honor cherished professors, faculty and staff
• support veterans, returning adults and students from all backgrounds
• assist first-generation students and students from specific hometown areas
• award students in an array of academic fields
• and more!

Contact foundation@uww.edu, and let us help you find an established scholarship to support.

We’re proud of the scholarships generous donors have established. We welcome you to take this meaningful philanthropic step and establish a new scholarship. You can directly impact students’ lives and bolster recruitment and retention through your scholarship.

There are four options for establishing a new scholarship:

• Endowed Scholarships with specific and donor-designated criteria (including the recipient’s major, program area and hometown) are established with a minimum principal gift of $25,000 over a period of five years or less. See Endowments for more information.
• General Scholarships with specified and donor-designated criteria are established with a minimum $1,000 annual commitment.
• Planned Gift Scholarships with specified and donor-designated criteria are established through a minimum $25,000 estate gift documentation. See Will and Estate giving for more information.
• Non-Designated Scholarships support the university’s general scholarship fund through gifts between $1-$999.

Contact foundation@uww.edu to determine the best scholarship option for you.

Use our secure online form to give now!

For your security, do not email anyone your credit card information, bank account details or other personal information.

Give now »

To donate offline, you can make a check payable to UW-Whitewater Foundation, Inc. In the check’s memo line, please include the name of the fund you wish to support. Then mail your check to:

UW-Whitewater Foundation, Inc.
Alumni Center
800 W Main St
Whitewater, WI 53190

You can also donate through a credit card over the phone by calling 262-427-1105. We’re available to answer your call Monday through Friday from 8 a.m to 4:30 p.m. CST.

You can support our students years into the future by making a multi-year pledge. You can make a pledge for up to five years by selecting the “Make a Pledge” or “Recurring donation” button at the top of any secure online giving form.

You can make a recurring gift through your credit card or an Electronic Funds Transfer (EFT) through our secure online form or by mailing in the EFT Enrollment Form.

If you’re a UW-Whitewater employee, you can make automatic payroll deductions to support the causes on campus that are most important to you.

Contact us at foundation@uww.edu or 262-472-1105 for an employee payroll deduction form and your donations will begin the following payroll period.

The minimum investment to establish an endowment is $25,000, which can be contributed in installments over a period of up to five years. Once the fund meets this minimum, the UW-Whitewater Foundation can use the fund to support your cause.

The UW-Whitewater Foundation will invest your gift and use a portion of the fund’s value each year to support your cause. To protect the fund from erosion due to inflation, the foundation will add the remaining portion of the investment return back to the principal.

When you make a Qualified Charitable Distribution (QCD) from your IRA account directly to the UW-Whitewater Foundation, the QCD will not count towards your income and avoids additional taxes. However, the QCD will count toward your Required Minimum Distribution (RMD).

You can donate up to $100,000 from your IRA account tax-free. The gift must come from your IRA custodian to the qualified public charity.

After determining your gift with your IRA custodian, contact foundation@uww.edu and let us know about your gift! Please include:

• the donor’s name
• the check stub or an included memo
• the fund you want to support
• a notation indicating that the donation is from the donor’s IRA account or is a QCD

Your gift must be processed by December 31 in order for you to receive the tax benefit for that year. Consult your tax preparer or financial advisor to learn what’s best for you.

Contact foundation@uww.edu to let us know you plan to give through securities.

The UW-Whitewater Foundation will keep in touch with you throughout the entire transaction process, and we’ll work with you to ensure your gift supports your cause.

Transfer your shares directly to UW-Whitewater Foundation, Inc. at:

Charles Schwab & Co., Inc.
DTC# 0164
ACCOUNT NUMBER: 8598-3525
ACCOUNT NAME: UW-Whitewater Foundation, Inc.- Stock Gift Account

Please note that all securities must be transferred directly to UW-Whitewater Foundation, Inc. to be eligible for tax benefits.

If you have any questions about this step, you can also contact the Fund Evaluation Group at:

201 E 5th Street
Suite 1600
Cincinnati, OH 45202-4156
Phone: 513-977-4400

Stay in contact with the UW-Whitewater Foundation. Get all the information you need about the transaction and ensure you receive the appropriate tax receipts.

In your will or living trust, you can simply state that UW-Whitewater Foundation, Inc. should receive a portion of your estate or a specific dollar amount. You may refer to our Sample Will Codicil when adding an addendum to your current estate plan.

Beneficiary designations
Retirement plans offer a convenient option to list UW-Whitewater Foundation, Inc. as one of your areas of philanthropy. By adding us on the beneficiary designation form, you can distribute a percentage of the proceeds or the entire amount. Not only is this an easy way to give, but it is also flexible—you can review and adjust beneficiary designations anytime you want.

IRAs and other retirement accounts
Retirement accounts that are not depleted during your lifetime can be subject to income tax for your heirs and possibly estate taxes upon distribution. Designating these funds as an estate gift can be a tax-efficient way to give.

When you give through a charitable gift annuity, the UW-Whitewater Foundation will invest your gift and agree to pay you (or someone you designate) a fixed amount annually for life. When the gift annuity terminates, the Foundation will use the fund’s balance to support the program of your choice at UW-Whitewater.

When you establish a gift annuity but don’t currently need the extra income, you can defer the payments. Deferred Charitable Gift Annuities often offer higher payment rates when you do begin collecting and a greater tax deduction than traditional CGAs.

When you give through a charitable remainder trust, you make a gift to the trust, and the trust will pay you (or someone you designate) for no more than 20 years. When the trust terminates, the trust’s remaining assets will support the program of your choice at UW-Whitewater.

• The initial cost includes a $15 issuance fee, plus a $20 tax-deductible donation to UW-Whitewater to support student scholarships.
• At each subsequent plate renewal, you will pay the annual vehicle registration fee and the $20 tax-deductible donation.
• This donation is collected by the state of Wisconsin.
• This donation is not processed by the UW-Whitewater Foundation.

Apply for plates now »