Courtney Bauder enrolled at the University of Wisconsin Oshkosh in 1996 and has never left. He found his "home away from home" here.
UW Oshkosh was close enough to his hometown of Green Bay but far enough away to allow him to explore opportunities and pursue his interest in the University's strong elementary education program.
As a student, Courtney found that faculty became mentors; national and international students became friends; and the campus became community.
One particular experience laid the groundwork for Courtney's deep commitment to UW Oshkosh. While a student, his friend and roommate was diagnosed with cancer and needed a bone marrow transplant. A groundswell of support spread across campus. The Dean of Students, University Books & More, administrative offices and countless individuals, along with the Community Blood Center, supported his efforts to mobilize students to be tested and added to the national and international bone marrow registries.
And, when funds ran short, an international student selflessly paid for tests for students who couldn't afford them. Courtney's friend passed away the following summer. However, the impact of the altruistic actions of hundreds of UW Oshkosh students and staff almost two decades ago continues today when bone marrow matches are made with someone in need.
Courtney earned a bachelor's degree in 2001 in elementary and special education with an emphasis in working with students with emotional and behavioral disorders. Soon after, he began his master's degree program at UWO in educational leadership, which he completed in 2004. During that time, he taught English in China and worked in Germany and in Japan for two summers.
He is now working on a doctorate in urban education with a special emphasis in the social foundations of education at UW-Milwaukee. His research interests are related to multicultural education, global education, social justice and the disproportionate number of students of color in special education.
During his career at UW Oshkosh, Courtney has held a variety of roles. He has served as an ad hoc instructor; administered and taught in the Global Educator Graduate Certificate Program; taught in the College of Education and Human Services; and led students on study-abroad programs to both Greece and Australia.
He currently serves as the director of the Social Justice Minor Program and teaches in the College of Letters and Science and in Lifelong Learning and Continuing Education. He also serves on the Senate for Academic Staff and the Gender Equity Council and is involved with a variety of precollege programs that serve underrepresented youth from low socioeconomic status.
The unexpected loss of his mother three years ago moved Courtney to communicate his end-of-life wishes to his wife, Gloria. As a result, they have designated a portion of his UW System life insurance policy to create scholarships at UW Oshkosh through his estate planning.
Courtney felt privileged to explore his interests in education and global connections at UW Oshkosh and grateful for the support of his family for the opportunity to pursue higher education.
He believes there is no greater gift than the opportunity that education provides. Through his legacy, he will provide scholarships for students to study abroad through the Office of International Education and access to those who might not otherwise have the privilege of a higher education.
His goal is to increase diverse student populations by designating his undergraduate scholarships for highly motivated, first-generation college students of color with financial need who are majoring in education and for students with financial need interested in studying abroad.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
A charitable bequest is one or two sentences in your will or living trust that leave to UW Oshkosh Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate for its unrestricted use or purpose or designation of your choice.
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, [name], of [city, state, ZIP], give, devise and bequeath to University of Wisconsin Oshkosh Foundation [written amount or percentage of the estate or description of property] for its unrestricted use or purpose or designation of your choice."
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 UW Oshkosh 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 gift 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 receive an immediate federal income tax charitable deduction. 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 UW Oshkosh Foundation as a lump sum.
You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. 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 UW Oshkosh 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 a third party where you agree to make a gift to UW Oshkosh Foundation and they, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.