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!

Power of the Purse Financial Seminar Sept. 28
Power of the Purse IV, a financial seminar for women, is scheduled for Sept. 28. Keynote speaker, Joyce Morrow, director of UNI Financial Services, will present "What happened to the public in public university?" All new topics for breakout sessions will be presented by experts in their field. Click here to register online.

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.

Fleming Sisters Invested in Tomorrow's Teachers
Sharon Campbell had just completed her first year of teaching at South Tama Schools. It was an exciting and challenging year, and, as she looked back at her life, she thought of the people who helped her along the way. More on Fleming Sisters Invested in Tomorrow's Teachers >>.

John and Charlene Muir
John '40 and Charlene '41 met and fell in love at ISTC. Married 63 years, John'40 and Charlene'41 in many ways represent the ideals and values of UNI graduates. More on John and Charlene Muir >>.

Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

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.

Helene Benitez
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.