Planned Giving Home

Thank you for your interest in learning more about planned and transformational giving!

Please take some time to explore our website. Find out how your love for the Lord and Concordia University Wisconsin and the students that we serve might benefit from your stewardship planning.

Your plans for your retirement and your estate will probably be the most significant stewardship decision that you will make. We stand ready to help guide you through the process and enable you to execute a plan that provides for you and your loved ones and honors God.

Please contact me, Rev. Dr. Roy Peterson, Assistant VP of Advancement and Director of Planned Giving, anytime at (262) 243-4533 or email roy.peterson@cuw.edu .

Thank you for taking the time to explore this site and taking the next step to uncover the many benefits of retirement and end of life planning and how the benefits can be applied to your situation most effectively.

Benefits For Family and our mission

There are different types of gift plans. Many of these have wonderful benefits for the donor and those dear to them. Our Heritage Society members and other partners have enjoyed satisfaction and joy in experssing their generosity. They have also enjoyed increased income and generous tax savings. You might start by meeting these alum and friends. Just click on the picture and you can view each story.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact roy.peterson@cuw.edu.

If you are a professional advisor, you may take the following steps on this site.