Meet Our Investors

Jodi and Tom StrickerYoung Investors Give Back to UD
Jodi Stricker is a small-business owner, an adjunct professor at the University of Dubuque and a success story. Her early education was a struggle, but she found the hope and opportunity to succeed at UD.
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Barb and Jack smilingCampus Mom's Contributions Are Vast
Barbara Smeltzer can't help but talk about the University of Dubuque like a proud parent. She's the campus mom after all.
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little jack smilingA Legacy for a Loved One Will Pass on the Gift of Education
Getting his start in education at the University of Dubuque, Arnold Lindaman '59 has passed on his love of learning to his children and grandchildren. Now the scholarship he and his wife, Lois, have endowed in honor of their beloved grandson will help secure an education for future students at his alma mater. While at UD, Arnold remembers being inspired.
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Couple Honors Lifelong Relationship With UD
When John (C'66) and Pam (C'66) Adams met on campus, they started a lasting relationship with each other and with the University of Dubuque. Because of the University's importance in their life story, they created a trust, naming UD as beneficiary.
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Jane Malone-George Makes Gift to Endowment for Support of Student Scholarships
Though she was at the University of Dubuque for only two years, Jane (Sumpter) Malone-George says her UD experience provided a lifetime of benefits.
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IRA Used in Multiple Ways to Fund Endowed Scholarship
Half a century after completing her pre-nursing education at the University of Dubuque, retired registered nurse Sonya Smith is funding an endowed scholarship to help current UD students pursue their own nursing dreams.
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Heydingers Empower Future Generations Through Scholarships
In life, the Rev. Richard B. Heydinger, Sr., and his wife, Dorothy "Dotty" K. Heydinger, were socially conscious, with strong beliefs in civil rights and the rights of women.
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A charitable bequest is one or two sentences in your will or living trust that leave to University of Dubuque a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

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

Bequest Language

"I, [name], of [city, state, ZIP], give, devise and bequeath to the University of Dubuque [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

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 the University of Dubuque 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 the University of Dubuque 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 the University of Dubuque 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 the University of Dubuque where you agree to make a gift to the University of Dubuque and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.