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.

Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, University of Northern Iowa Foundation shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.

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 >>.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with University of Northern Iowa Foundation. More on Easy IRA Gift >>.

Calleta and Paul Koefoed
Calleta and Paul Koefoed of Cedar Falls both had strong associations with education and the University of Northern Iowa. Paul's ties to UNI began early. More on Calleta and Paul Koefoed >>.

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.