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Planned Giving
Protect the People and Causes You Love
No matter what stage of life you’re in, planning for the future helps you make important decisions and protect the people and causes you love.
With an estate plan, you can:
- Provide financial security for yourself and your loved ones.
- Let your family know your wishes about important future health decisions.
- Enjoy peace of mind about your future.
- Support the causes you care about for many years to come.
Making UW Medicine part of your estate plan is a powerful way to create a lasting impact that will benefit our students, faculty, researchers and patients. A planned gift costs you nothing during your lifetime, yet it allows you to build your legacy and continue making our communities healthier into the future.
It’s easy to get started! You can explore this page to learn about the different types of planned gifts and how you can make a gift in your estate plan. Just click on any section to read more. Or download your FREE estate planning kit today.
Questions? We can help.
If you have any questions, or if you’d like to let us know about your estate gift, please contact us at planmed@uw.edu or complete this form.
Planned Gifts at a Glance
GIFTS THAT PROVIDE YOU WITH INCOME
Advantages to You
- Current income tax deduction
- Portion of payments may be tax-free
- Fixed and predictable payments
Beneficiary
- One or two annuitant beneficiaries
- UW Medicine is future beneficiary
Advantages to You
- Current income tax deduction
- No immediate capital gain recognition on transfer of appreciated assets
- Diversification of investments
- Variable payments for life or term of years
Beneficiary
- One or more beneficiaries
- UW Medicine is future beneficiary
Advantages to You
- Current income tax deduction
- Income stream
- Diversification of investments
Beneficiary
- One or more beneficiaries
- UW Medicine is future beneficiary
GIFTS THAT HELP UW MEDICINE TODAY
Advantages to You
- Current income tax deduction
Beneficiary
- UW Medicine is immediate beneficiary
Advantages to You
- Potential gift tax savings on transfer of assets to individual beneficiaries
Beneficiary
- UW Medicine is immediate beneficiary
- You or your heirs are future beneficiaries
Advantages to You
- The rollover counts toward your required minimum distribution for the year
- Charitable IRA rollovers are a tax-free gift
- Your charitable IRA rollover may reduce your taxable income
- See your gift in action during your lifetime
Beneficiary
- UW Medicine is immediate beneficiary
GIFTS FROM YOUR ESTATE
Advantages to You
- Charitable deduction for taxable estates
- Allows you to make a gift at no immediate cost to you
Beneficiary
- UW Medicine is future beneficiary
Advantages to You
- Allows you to make a gift at little cost to you
Beneficiary
- UW Medicine is future beneficiary
Advantages to You
- Avoids double taxation of assets
- UW applies the full amount of plan assets to the purpose you intended
Beneficiary
- UW Medicine is future beneficiary
Advantages to You
- Current income tax deduction
- Estate tax savings
- Continued use of property (house) for life
Beneficiary
- You retain lifetime beneficial use of property
- UW Medicine is future beneficiary
How to Give
Making a planned gift is a deeply personal decision, and you can customize your arrangements to fit your resources and your financial goals. You may find it helpful to consider these steps as you plan:
- Choose the area or program at UW Medicine that you’d like to support.
- Review your assets with your attorney or financial manager.
- Think about your short-term and long-term financial goals.
• How close are you to retirement?
• What are your projected needs for your lifetime?
• Do you have dependents? - Consider your planned giving options and the benefits they offer.
- Contact UW Medicine’s planned giving team for further assistance.
Sharing Your Plans
If you’ve included UW Medicine in your estate plans — or if you intend to — please let us know. We can help you make sure that your intentions are fully understood and fulfilled, and our services are completely confidential. We can also provide you with sample gift language for your will. And, of course, we would enjoy welcoming you to UW Medicine’s Heritage Society.
Heritage Society
We are very grateful to the members of UW Medicine’s Heritage Society: alumni, friends and patients who have made planned gift commitments to research, education and patient care at UW Medicine.
Heritage Society members receive exciting benefits such as donor recognition and invitations to special events.