Gift Planning
Charitable gift planning offers you a variety of options to assist you in achieving your charitable goals for the future of University School of Milwaukee. Choosing a charitable planned gift can also be a helpful tool as you seek to reduce current income and/or capital gains taxes, and as you carry out retirement and estate planning. A carefully crafted planned gift may allow you to provide more for your heirs than you thought possible, reduce potential estate taxes, and make low yield assets more productive, all while providing benefits for USM students both now and in the future. By working together, you, your financial advisers, and USM can create a meaningful legacy that reflects how you wish to positively benefit students for generations to come.
How to Make a Planned Gift
Heritage Society
The Heritage Society, formed in 1991, recognizes members of our school community who have informed USM of their future support through a planned gift. Members of the Heritage Society have thoughtfully designated USM as a recipient of a gift in their wills or living trusts, as a beneficiary of a retirement fund or life insurance policy, or as the beneficiary of another type of planned gift.
Members of the Heritage Society have the satisfaction of knowing their gifts will help perpetuate the academic excellence that is the long tradition of USM and its predecessor schools—Milwaukee Country Day School, Milwaukee Downer Seminary, and Milwaukee University School. Through their caring and generous support, they help provide future USM students with an education that is truly "The Experience for a Lifetime." Heritage Society members, unless they request anonymity, are recognized in the USM Annual Report of Giving and other school publications. All members also receive special invitations to school events and activities.
We are deeply grateful to our alumni, parents, parents of alumni, grandparents, faculty, staff, and friends who have already included our school in their estate plans. If you have designated USM as such a beneficiary, but have not yet joined the Heritage Society, we invite you to become a member. Please contact the Advancement office to learn more about planned giving and the Heritage Society.
Our Donors
We are grateful to those who have made a lasting gift to University School of Milwaukee. We encourage you to read our donor stories to learn why these families chose to make a legacy gift to our school.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. Any references to tax rates include Federal taxes only and are subject to change. State law may further impact your individual results.
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.