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 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, at 414.540.3330.
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 us at firstname.lastname@example.org or by calling 414.540.3330.
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.