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Charitable Gift Planning

Wickstrom Scholarship Recipients

A future gift, a deferred gift, a planned gift, or an estate gift are different names for managing your affairs, planning for the future, and making a gift to the University of Minnesota, Morris. There are a variety of ways to make a planned gift.

Income-Producing Plans: charitable gift annuities and charitable remainder trusts.

Charitable Lead Trusts: support the U now and still leave assets to your heirs.

Bequests: make a gift by will.

Life Insurance: use a life insurance policy to make a substantial gift.

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Photo above: Recipients of the 2008-09 Wickstrom Scholarship honoring Carrie Wickstrom '29 include future teachers Amy J. Balcome '09, Princeton (left); Jennifer M. Rygg '09, Hanover (second from right), and Amber N. Maloney '09, Morris (far right). The are pictured with Janet and Harry Mortenson, Wickstrom's nephew.

The information on this Web site is not intended as legal or tax advice, but as general information on planned giving. Please consult your tax adviser and/or attorney.




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