Planned Giving Home

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!

Great News! The IRA Charitable Rollover Passed!

Congress extended an excellent charitable planning opportunity for both 2008 and 2009. This act permits an IRA owner age 70½ or older to make a direct transfer to charity.

What does this mean?

If you are over the age of 70 ½ , you can make and "over and above" charitable gift from your IRA up to $100,000 this year. Since this IRA rollover is not included in your income, the gift will be tax-free and have no impact on your regular charitable gifts. For more information, please contact the UNI Foundation-Planned Giving at 319-273-6078.

Wills Guide

Click here to learn 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.

A Better Rate of Return with Less Worry
Ron '62 and Clarice Rubek grew weary checking their stock portfolios. It just wasn't fun anymore, watching them go up, down, up and down again. They had better places to expend their energy. Sound familiar? More on A Better Rate of Return with Less Worry >>.

It's the Best Thing I've Ever Done!
When Florence M. Nelson, a 1947 UNI graduate, contacted the UNI Foundation to establish a scholarship fund utilizing a charitable gift annuity, she was heard to say, "This is the best thing I've ever done." More on It's the Best Thing I've Ever Done! >>.

Veda Rasmussen
Teacher, school social worker, world traveler, patron of the arts, and life-long learner, Veda Rasmussen embraces life with a combination of humor, common sense, and openness to new adventures. More on Veda Rasmussen >>.

Mildred Hope Wood
In the fall of 1939 a young idealistic teacher entered her first classroom of first and second graders. On that first day, Mildred Wood '56 discovered that one pupil had been in first grade for two years and this was to be her second year in second grade. More on Mildred Hope Wood >>.

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.

Diane Curtis
Director of Planned Giving

Thanks very much for visiting us! We would be very pleased to help you. Simply click here to email us at your convenience.

Andrea Elliot
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.