Bowman Society members have demonstrated their belief in the future by making a life income gift or by including the Stout University Foundation in their estate plans. Individuals who wish to be recognized as a Bowman Society member or who want more information about estate planning are encouraged to call the Stout University Foundation office.
Charllotte and Bob Janeczko, Bowman Members since 2010. ʺStout helped make me who I am today. I got my education here and it helped me have the success I have. I just wish I could come back and take another major and try something else, but in my next life, I'll do that! "See why Charllotte supports Stout.
Charllotte V. Janeczko, Class of ‘65 Bob J. Janeczko, Class of ‘63
Lee Smalley, Bowman member since 1999. "The character of the institution is not just about turning out students with degrees. 'I'm not terribly concerned with what Stout does with my money because I trust them." See why Lee puts his trust in Stout.
Retired Professor Emeritus of Technology Education UW Stout Distinguished Service Athletic Award Winner
Marilyn Leccese, Bowman member since 2015.
"I am proud to be associated with a university that is focused on the success of students. Graduation placement rates continue at an extremely high level. Relationships with corporate 'partners' ensure that student's education and experiences are relevant to today's workforce and the areas of study focus on meeting corporate needs. In addition, I am proud of the work of the Foundation and the financial support they annually provide to students."
Class of ‘74
Kevin Miller, Bowman member since 1999.
"The character of the institution is not just about turning out students with degrees. It's really about turning out people who are going to make a difference". See why Kevin supports Stout.
Class of ’90
This artistic wooden quill in the Great Hall Concourse of the Memorial Student Center is the focal point honoring our Bowman Society Members.
This quill-shaped sculpture made from twenty different woods and 1,286 pieces of those various woods, depicts a view of contemporary Stout — a university on the move.
The “Quill” was commissioned through the generosity of David and Elizabeth (B.J.) Fesler in 1993 to fill an expressed need for a public display that would appropriately recognize major contributors to UW-Stout. St. Paul artist Caprice Glaser was the artist commissioned to “build” the Quill.
A charitable bequest is one or two sentences in your will or living trust that leave to University of Wisconsin-Stout a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan
"I give to University of Wisconsin-Stout, a nonprofit corporation currently located at Menomonie, WI, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
able to be changed or cancelled
A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.
cannot be changed or cancelled
tax on gifts generally paid by the person making the gift rather than the recipient
the original value of an asset, such as stock, before its appreciation or depreciation
the growth in value of an asset like stock or real estate since the original purchase
the price a willing buyer and willing seller can agree on
The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid
a written and properly witnessed legal change to a will
the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will
A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Foundation or other charities. You cannot direct the gifts.
An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.
Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.
Securities, real estate or any other property having a fair market value greater than its original purchase price.
Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.
A beneficiary designation clearly identifies how specific assets will be distributed after your death.
A charitable gift annuity involves a simple contract between you and the Foundation where you agree to make a gift to the Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.
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