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!

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.

Bill and Mary Haskell-Hansen
Mary Haskell-Hansen's dedication to the arts and her passion for education were the driving forces behind her decision to establish a charitable remainder trust. More on Bill and Mary Haskell-Hansen >>.

In Recognition: Dr. Jack and Pam Inglis Breithaupt
Outside the window, a spring rain fell on the flowers surrounding the University of Northern Iowa Foundation building. Inside, in a softly lit room, sat a couple from Cedar Rapids talking with a Northern Iowa freshman. More on In Recognition: Dr. Jack and Pam Inglis Breithaupt >>.

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! >>.

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.