Jean Caudle '34, '38, one of the University of Wisconsin Oshkosh's biggest supporters and longest-connected academic community members, died in May at the age of 98. As scholar, teacher, advisor, benefactor and volunteer, she made a tremendous impact on the University, the Oshkosh community, the state and nation by sharing her energy, vitality and dynamic spirit.
Jean was born in Oshkosh, attended Oshkosh High School and then pursued a degree in education, completing her studies at UW Oshkosh (then Oshkosh State Teachers College). She later earned her BS degree in Upper Elementary from UW Oshkosh. She went on to earn a master's degree at UW Madison and a doctorate at Boston University having done other post-graduate work at the University of Colorado.
Jean taught for 50 years, her first 12 years at various schools in the Oshkosh area and the final 38 years as a professor at UW Oshkosh. During her career, she represented her profession at many local, national and international conferences, and served as president of the Wisconsin State Reading Association. Her specialty was gifted and talented instruction and learning disabilities. Throughout her professional career, she conducted extensive research on reading techniques for young and old. She established Literacy Programs both in the United States and abroad - specifically in Manila and in Paris, France.
Jean served on the Alumni Association Board of Directors, Chancellor's Council of Advisors, the Advisory Board of the College of Education and Human Services (COEHS), and the University of Wisconsin Oshkosh Foundation Board (honorary member). She received the Edward M. Penson Distinguished Teaching Award. And, she received the UW Oshkosh Chancellor's Medallion as an emeritus faculty member. She was the recipient of numerous professional and volunteer awards including "Celebrate Literacy Honor" by the Wisconsin State Reading Association and "Ambassador of the Year Award" from the Oshkosh Chamber of Commerce. Jean was a two-year recipient of the Women in Philanthropy award given by the Women's Fund at the Oshkosh Area Community Foundation. She was also recognized as one of Wisconsin's 10 Most Admired Seniors.
Jean's dedication to reading education was the focal point of her teaching career and continued into her retirement by working on reading initiatives for senior citizens. She ensured that her commitment to reading education would be carried on when she created the Jean I. Caudle Graduate Reading Scholarship at the UW Oshkosh Foundation. This scholarship supports full- or part-time graduate students pursuing a master's degree in reading in COEHS at UW Oshkosh.
Jean's legacy also endures through the Rose Legacy Society, which she co-founded along with former UW Oshkosh alumni director Jean Nelson. Together, these visionary women understood the impact alumni, faculty and friends could make on the future of the UW Oshkosh community through bequests, insurance policies, and charitable lead or remainder trusts. Created in 2004 through their founding gifts, more than 100 members have joined the Rose Legacy Society, named after Rose C. Swart, the groundbreaking teaching-education professor who served as a member of the Oshkosh Normal School faculty for 51 years and is remembered in campus' Swart Hall.
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.