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Planned Giving at USM

Charitable gift planning options provide donors with a significant way to impact the future University School Milwaukee. Such arrangements can also help you secure your own financial future. Whether you are seeking to satisfy current income and estate tax needs, prepare for retirement, or make low yield assets more productive, a carefully crafted planned gift can be invaluable part of your financial and charitable planning. By working together, donors (in conjunction with their financial advisors) and USM can create meaningful support that reflects the interests of the donor while benefiting the future of students for generations to come.

After viewing our website, we invite your questions about how charitable gift planning might benefit both you and University School. You may contact Jodie Tonner, Director of Major and Planned Giving, at jtonner@usmk12.org or at 414.540.3333.

 

read about our Donors

Nancy Chester Dickinson MDS'46

Nancy Chester Dickinson MDS'46, a Downer graduate and active member of the Milwaukee community, passed away in May 2008 at the age of 80. USM is grateful to Dickinson for including our School in her estate plans.

Read Nancy's story

Nancy Chester Dickinson

Donald Cottrell MCD'41

Those who attended Milwaukee Country Day with Donald Cottrell MCD'41 may remember him much the same way as he was described in the School's yearbook: a "handsome gentleman (who) earned many and varied distinctions since he entered Country Day in his Junior year."

Read Donald's story

Donald Cottrell