PLANNED GIVING

Your gift can do more than you can imagine. As you consider the future, we invite you to think about how UW Medicine can be your planning partner. With a gift from your estate, you can significantly advance the work you care about most: medical research, patient care or education.

You’ve got options. From wills, to trusts, to annuities or real estate, we can work with you on creative, flexible solutions that meet your needs — including gifts that provide income or tax benefits during your lifetime — and make a lasting difference. And no matter how you give, we’ll honor your generosity by welcoming you into UW Medicine’s Heritage Society.

Making a planned gift is a deeply personal decision, and you can customize your arrangements to fit your resources and your financial goals. You may find it helpful to consider these steps as you plan:

1. Choose the area or program at UW Medicine that you’d like to support.
2. Review your assets with your attorney or financial manager.
3. Think about your short-term and long-term financial goals.
   • How close are you to retirement?
   • What are your projected needs for your lifetime?
   • Do you have dependents?
4. Consider your planned giving options and the benefits they offer.
5. Contact UW Medicine’s planned giving team for further assistance.

If you’ve included UW Medicine in your estate plans — or if you intend to — please let us know. We can help you make sure that your intentions are fully understood and fulfilled, and our services are completely confidential. We can also provide you with sample gift language for your will. And, of course, we would enjoy welcoming you to UW Medicine’s Heritage Society.

We are very grateful to the members of UW Medicine’s Heritage Society: alumni, friends and patients who have made planned gift commitments to research, education and patient care at UW Medicine.

Heritage Society members receive exciting benefits such as donor recognition and invitations to special events.