Gift Planning

Charitable gift planning options provide donors with a significant way to impact the future of University School of Milwaukee. Such arrangements can also help you secure your own financial future. Whether you are seeking to satisfy current income and estate tax needs, prepare for retirement, or make low yield assets more productive, a carefully crafted planned gift can be an invaluable part of your financial and charitable planning. By working together, donors (in conjunction with their financial advisers) and USM can create meaningful support that reflects the interests of the donor while benefiting the future of students for generations to come.

We invite your questions about how charitable gift planning might benefit both you and USM. Please contact Patrick Tevlin, chief advancement officer.

How to Make a Planned Gift

Your Gift and Your Legacy

Beginning in the fall of 2020, USM partnered with Christy Boysen of Gift Planning Services to provide informative webinars to our community regarding their gift planning options. Please view recordings of the webinar series below. If you have any questions, please contact Patrick Tevlin, chief advancement officer.

"A Conversation About Your School and Your Legacy"

Originally presented on October 28, 2020.

"Anticipating Your Legacy"

Originally presented on November 19, 2020.

"Preparing the Next Generation"

Originally presented on January 28, 2021.

"Implementing Your Plan"

Originally presented on March 11, 2021.

University School of Milwaukee is an exempt organization as described in Section 501(c)(3) of the Internal Revenue Code; USM’s tax ID #39-6076442.