Marketing Planned Gifts


Units are encouraged to promote planned gifts in their publications. The Office for Planned Giving and UW Marketing have developed generic planned giving ads (both for print and online use) that you can use as is or customize to meet your unit’s individual needs and audience. If you are considering developing an ad or using an existing ad in your publication, please contact Cristina Bailet. This will allow us to ensure the ad’s consistency in content and terminology.

Template ads are available on Marketing’s Planned Giving Advertisements page.


Planned Giving Options

Planned Giving Options provides brief descriptions of each type of planned gift and is designed to give potential donors an overview of how they work.

Sub-Topic Brochures

Provide donors with more detailed information on specific types of planned gifts.

Gifts in a Will or Trust (PDF)
Gifts of Life Insurance(PDF)
Gifts of Retirement Plan Assets (PDF)
Charitable Gift Annuity (PDF)
Charitable Remainder Unitrust (PDF)
Charitable Remainder Annuity Trust(PDF)
Retained Life Estate Gifts(PDF)

For more information, please contact the Office for Planned Giving.


Our website is another resource for sharing planned giving information with your donors. They can learn more about different types of gifts and use the gift calculator to illustrate the income and charitable deduction they might receive from a gift annuity or charitable trust.