UPPER IOWA UNIVERSITY

Giving to UIU

Ages 40-54

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

	Planning for Your Family The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones. Create your first will, or update an existing document. Put a living will in place. Include a durable power of attorney. Take full advantage of your retirement plans.
	Helping Others After your family is taken care of, you can extend your support by including a gift to Upper Iowa University in your long-term plans. Include a gift to us in your will. Designate a percentage of your retirement plan assets to benefit Upper Iowa University after your lifetime. Designate a percentage of your life insurance policy to support us after your lifetime. Donate appreciated stock you have owned for more than one year.

Planning for Your Family

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

Helping Others

After your family is taken care of, you can extend your support by including a gift to Upper Iowa University in your long-term plans.