Friends who establish a living legacy with a planned gift by naming the University of Wisconsin Oshkosh Foundation, Inc. as a beneficiary are recognized as members of the Rose Legacy Society. The society is named after Rose C. Swart, a true leader in education who served on the Oshkosh Normal School faculty for 51 years.
Those who establish a planned gift to UW Oshkosh are recognized as members of the Rose Legacy Society. If you have named the Foundation as the beneficiary of a bequest, insurance policy, charitable lead or remainder trust, the Foundation would be happy to welcome you as a member. Please complete and return the Confidential Letter of Intent.
Please call UW Oshkosh Foundation at (920) 424-2178 for more information.
Rose Legacy Society
Jean I. Caudle ’34, ’38*
Jean Nelson ’49*
Jennifer and Eric Anderson
Dr. D. Brent and Elaine Bandy
Courtney Bauder ’01, ’04
Mary Bayorgeon ’71
Annette Blanchette ’60*
Mary Lou Broske ’60
Walter ’72 and Linda Busalacchi
Arnold and Charlene* Chalberg ’59, ’69
Rebecca Kuhn Cleveland ’73
Judith Derocher ’62, ’78
Larry Didlo ’63
Joanne Dreps ’63*
James ’68 and Susan Dykstra
James ’70, Jane and Jennifer Fischer
Phyllis Frederick ’52
James ’69, ’76 and Patricia ’69 Freer
Tara Gagne ’93, ’98
David ’71 and Sharon Geurden
Bret Goodman ’71
Joan T. Gottsacker*
Jane Gruber ’47*
Dr. Gerard and Linda Grzyb
Thomas ’68 and Carole ’68 Guyette
William Haidlinger ’58*
Betty Harrmann ’39, ’66*
Lois Haskamp ’46
Preston Hayward ’97
Dr. Barbara Herzog ’70, ’75
Russ ’64 and Jean (Kajfosz) ’64 Hutchison
Carol Kaufmann ’98
Marie Keefe ’79
Thomas ’71 and Pamela ’72 Kell
Ruth Kelsey ’36*
John and Patricia Kerrigan
Douglas Kline ’79
Claudia L. Klopien ’73
Patricia Koll ’68*
Eileen Hanselman Kuhlers ’63
Marjorie Kundiger ’68, ’70*
|Dr. Vicki Lord Larson
Drs. Suzanne and Mark Marnocha
Joseph and Mary Jo Mazza
Cheryl Mellenthin ’79
James Miazga ’74
Eileen Moeller ’64*
Eldred Mugford ’74*
Barry ’95 and Stepheny Mulholland
Jane Atwood O’Connell ’34*
Norine Otradovec ’58*
Florence Palmer ’37*
Russell and Beatrice ’42 Peterson*
Beverly Pingel ’52
Thomas ’66 and Judy Pitcher
Larry G. ’74 and Mary L. Price
Gail ’75 and Gary ’74 Pucci
Elizabeth Rasmussen ’48*
Jim ’76 and Sharon Rath
David J. Riese ’63
Elizabeth Rojahn ’38*
Mary Rueter ’30, ’47*
Kenneth and Mable Schaefer*
Orville Sherman ’39*
Merlin Silverthorn ’58*
Dr. Rosemary (Kmiecik) and Dennis Smith
John Stannard ’57*
Larry Steffes ’70
Gail Floether Steinhilber ’65
Joe ’86 and Karen (Law) Sullivan
Stanley Talarek ’62
Sally ’59 and Dean ’64 Teresinski
Thelma Thompson ’41, ’44*
Betty Traugott ’60
Candice Tylke ’94*
Evelyn Uehling ’27*
Virginia Wagener ’53, ’73*
Corrie Joy West ’94
Gary Wick ’73*
David Wiercinski ’78*
Carl and Sue Ann ’71 Wilt
Hope and Nolan ’64 Yelich
Robert H.* and Randall K. Zentner ’78
Deb Vercauteren and John Zupanc
*Notates a Rose Legacy Society member who has passed away.
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.