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Best PracticeUpdated

Planned Giving

Gift and Fund Management
| 1 minute to read
Last Updated: 10-27-2022


Estate gifts from alumni and friends of UW-Madison require special handling. If you hear from a donor or their estate representative regarding a gift for UW, please contact our Office of Gift Planning by email at or by phone at 608-263-4545.

Key Takeaways

  • Estate gifts are not processed like annual or major gifts. They require additional vetting and paperwork.
  • Any documents or emails from estate representatives should be forwarded to the UW Foundation’s Office of Gift Planning.
  • Donors should be thoughtful about the legal language which designates an estate gift to UW. Recommend that they connect with the Office of Gift Planning for assistance crafting that language.

Example Bequest Language