Welcome to the UNI Foundation's Planned Giving Web Site
Welcome from the University of Northern Iowa Foundation! We hope that our website will provide you with relevant and helpful information on the benefits of gift planning. Each time you visit, you will notice changing content and periodic new information. We invite you to review the weekly article, donor stories, and experiment with the gift calculator. Our free e-newsletter goes out twice a month to our alumni and friends. The e-newsletter features topics of interest for seniors including life-income plans, stocks, bonds, retirement, taxes and much more. We hope you enjoy the site and come back to visit us often!
Weekly Article
A Charitable Remainder Trust May Be Right for You "The weather seems different every day and I keep dressing for yesterday's temperature," thought Al. In semi-retirement there is usually enough time to check the forecast before leaving the house. But Al had been leaving early recently. More ...
Benefits For Family and the University of Northern Iowa
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
The Retirement Unitrust Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.
Part Gift and Part Sale Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.
Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later.
More on Deferred Gift Annuity >>.
Easy IRA Gift Barbara retired after forty years as a teacher. She had volunteered for many years with University of Northern Iowa Foundation. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.
Video Greeting
John Aronowitz Assistant Director of Planned Giving
Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact Planned-Giving@uni.edu.
If you are a professional advisor, you may take the following steps on this site.
For Donors
"The weather seems different every day and I keep dressing for yesterday's temperature," thought Al. In semi-retirement there is usually enough time to check the forecast before leaving the house. But Al had been leaving early recently. 
