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You loved your Lakeland University experience. You grew here in so many ways. And when you left, your degree helped you launch a successful career. Now you’d like to help us stay strong so countless future students can benefit from becoming Muskies – just like you did.

There are many innovative ways to give back to Lakeland University. Let us help you determine what’s best for you.

Cash, Stocks & Securities

The most common ways to give to Lakeland University are gifts of cash, securities and stocks. To arrange a stock transfer please contact the Advancement Administrative Assistant, LaJill Edge, at (920) 565-1023 ext. 2158 or .

Cash Gifts

More Info about Cash Gifts

Gifts of cash are most often made through a single payment by check, credit card or payroll deduction. Annually, Lakeland University also receives cash gifts through pledge payments. Payments of pledges may be established in a number of ways including monthly, quarterly, semi-annually or even spread out over several years. In most instances, cash gifts are unrestricted in nature, thus enabling Lakeland to meet the greatest needs of the university.

Download a pledge card to mail your gift today

Stocks or Securities

More Info about Stocks or Securities

Many individuals each year give Lakeland stock or appreciated securities. These gifts offer the donor the opportunity to realize significant tax advantages.

Gifts of Appreciated Securities

More Info about Gifts of Appreciated Securities

A charitable gift in the form of long-term appreciated securities generally provides two important tax advantages to the donor. First, the donor is entitled to a charitable income tax deduction based on the fair market value - not the cost basis - of the securities, provided that they have been owned for more than 12 months. Second, the donor avoids any potential tax on the capital gains and any sales commission that would be payable upon sale of the securities. Securities can be donated outright or transferred to fund life-income gifts, and can include publicly traded common stocks and bonds.


A donor, who is in the 31% income tax bracket, owns securities currently valued at $50,000 that were purchased several years ago for $20,000. The donor contributes the securities to Lakeland University and realizes a $50,000 charitable deduction that saves $15,500 in income taxes (31% of $50,000). In addition, the donor avoids the potential capital gains tax on the $30,000 paper profit for a further benefit of $6,000 (20% of $30,000).

The full fair market value of gifts of long-term, capital gains securities or real estate is deductible up to 30% of a donor's adjusted gross income. Any amount in excess of the 30% ceiling can be carried forward for five years.

Transferring Securities to Lakeland University

More info about Transferring Securities to Lakeland University

The process to transfer securities is easy. When securities are in the possession of the donor they should be delivered to Lakeland University, without endorsement, by registered mail. A stock power bearing the donor's signature guaranteed by a commercial bank should be delivered separately. If the certificates are already endorsed, the stock power is not required. However, the certificates are therefore negotiable and should be hand-delivered or sent by insured mail.

The gift value of the stock is the mean of the published high and low price as of the latest postmarked date or the date the securities are hand-delivered.

If your securities are held in "street name", you can instruct your broker to transfer them to Lakeland University through our DTC account at Edward Jones in Sheboygan, WI. It is important to notify Lakeland with the name of the stock that will be donated. The following information should be supplied to the donor's broker. Please communicate directly with the Advancement Administrative Assistant, LaJill Edge at 920-565-1023 ext. 2158 or , regarding the details of your stock transfer.

Edward Jones
Mr. Greg Monson
3019 Superior Avenue
Sheboygan WI 53081
FAX 888-862-2641

DTC Participant #0057
Gift Account No. 933-00424-1-8
Lakeland Tax ID # 39-0821861
Wells Fargo Advisors (Formerly Wachovia)
Ms. Kristan Janssen
909 North 8th Street, Suite 100
Sheboygan, WI 53081
FAX 920-457-7185

DTC Participant #0141
Lakeland Acct. #22344372

- OR -

When transferring stock, please be sure to notify the advancement office. Brokers often do not supply donor information with gifts of stock, and we want to properly credit all of our generous donors.

Gifts of Depreciated Stocks

More Info about Gifts of Depreciated Stocks

If the securities have depreciated in value, it is not recommended that they be donated directly. It is generally to the donor's advantage to sell the securities to establish a tax deductible loss and then donate the cash proceeds to Lakeland University.

Download a pledge card to mail your gift today

Planned Giving

When people think about supporting Lakeland University, they often only consider gifts of cash or stock. But did you know that many other types of assets, including personal property, can be donated to Lakeland University?

Planned gifts, most often called "non-cash gifts," "net-worth gifts" or "deferred gifts," are generally given through a donor's asset base rather than with cash or discretionary income. Through planned gifts, people make provisions for the university during their lifetimes, but the university does not receive benefits until a future date.

Benefits of planned gifts may include:

  • Increased income throughout the lives of the donor, a second beneficiary and in some cases, other people or younger family members (often children).
  • A charitable income tax deduction.
  • Relief from capital gains on appreciated property contributed.
  • A potential estate tax deduction.
  • The ability to direct how you want Lakeland University to use the charitable portion of your gift.
  • Membership in the university's Founders Society.

Feel free to try out the complimentary gift planning calculator and input your own figures to see how that particular gift arrangement would work for you.


Tax benefits for planned gifts

Learn more about tax benefits of planned giving

  • Revocable gifts yield no tax benefits during life, because these gifts can be revoked.
  • Revocable gifts received in estate settlements do qualify for any applicable estate tax deduction.
  • Irrevocable gifts qualify for substantial income, gift and estate tax deductions, especially when made during the donor's lifetime. Appreciated property transferred to an irrevocable planned gift arrangement during life also escapes capital gains taxes. These tax savings make irrevocable planned gifts extremely compelling for many people. Irrevocable gifts can also be established in your estate plan!

Revocable gifts

Up to 90 percent of planned gifts are revocable (which means they can be canceled) through a will bequest or beneficiary designation in an insurance policy, bank account or retirement plan designation. Revocable planned gifts are popular because donors retain complete control of the property during their lifetime.

Learn more about revocable gifts

These provisions cost nothing to set up and can easily be changed or canceled, because the property does not transfer to Lakeland until the donor's passing. The easiest and most cost-effective revocable provision is to name Lakeland as a beneficiary of your IRA or retirement plan asset (401k or 403b). Simply include the university as a beneficiary by specific amount, percentage of the asset or as a contingent beneficiary. This provision can be changed by requesting a change-of-beneficiary form from your plan administrator. Your estate may receive an estate tax benefit, if the provision is in place, when the donor's estate is settled.

Revocable options include:

  • Will or revocable trust bequests — You can gift the university by specific amount, percentage of estate or trust or in the residue of the will or trust, after all named beneficiaries have been provided for. These provisions can be unrestricted or restricted to a particular purpose or need of the university.
  • Beneficiary designations
    • IRAs and other retirement plan assets
    • Insurance policies
    • Bank or brokerage accounts

Additional advantages of charitable beneficiary designations, which have the same tax advantages of will bequests, include the ability to control property during life — if those retirement arrangements were funded with pre-tax assets, as gifts to tax-exempt charities (like Lakeland University) or tax-free income.

When individuals are the beneficiaries of this property, they must pay the income taxes due. These designations can be changed frequently, easily and without cost, by requesting a change of beneficiary form from the plan administrator. Given the benefits of electronic mail, these changes can be made quickly.

Irrevocable gifts

Though they cannot be canceled, irrevocable (non-cancelable) planned giving methods — like a a charitable trust, gifts or real estate and other arrangements — should be considered because of their attractive benefits to the donor.

Learn more about irrevocable gifts

The irrevocable options include:

  • Charitable remainder unitrusts — The basic unitrust, generally funded with assets of $100,000 or more, provides income for a lifetime or term of years to the donor and/or other beneficiaries in an amount equal to a stated percentage of fair market value of the assets of the trust, revalued annually. The donor receives an income tax deduction for the amount eventually passing to charity and escapes all capital gains taxation — if the trust is funded with appreciated property. Lakeland University is willing to co-trust these trusts, but recommends that donors establish these arrangements through their qualified counsel of choice. Additional contributions can be made to this unitrust arrangement.
  • Charitable remainder annuity trusts — The donor and/or other beneficiaries receive annually an amount fixed irrevocably at the time of the gift. The amount is stated in the trust agreement either as a dollar amount or as a percentage of the original value of the gift. The annual payments never changes in value. Income in excess of the annual payment is added to the principal. If the income in any one year is less than the annual payment, the shortfall in income comes out of principal.
  • Gifts of a personal residence or other real property — The donor gifts personal residence or farm or vacation home to the university while retaining use of the property for life. In exchange, the donor receives a current income tax deduction based on the value of the property, ages of the donor and the donor's life expectancy. The donor is responsible for the upkeep costs and real estate taxes while retaining the property.
  • Charitable lead trusts — These are generally gifts of assets of $1,000,000 or more, and provide donors the opportunity to pass assets to heirs while reducing or eliminating estate and inheritance taxes by directing income from those assets to Lakeland University for a term of years. This trust can be established during the life of the donor or through the donor's estate plan. This option is the reverse of a charitable remainder trust, with the Lead Trust providing an annual payment to the Lakeland University during the term of the trust. At the end of the trust's term, the assets are returned to the non-charitable heirs with estate and inheritance taxes being reduced or eliminated.
  • Real estate gift options including outright sale of gift of real estate — Residential or commercial real estate or vacant land can be given to Lakeland University. There are a variety of methods to gift real estate, including giving it outright, using the property to fund a "life income gift" such as a charitable trust, or as part of a bargain sale. In a bargain sale, the property is sold for less than its appraised value to the university, and a charitable income tax deduction is given for the difference between the sale price and the appraised value as a charitable gift to the university.

    Gifts of real estate have a number of appraisal, inspection, review and environmental requirements designed to protect both the donor and the university.
  • Gifts of tangible personal property — Charitable gifts can be made of tangible personal property such as collections, furniture and other physical belongings. If the property is directly related to the educational mission of the university, an income tax charitable deduction is available for the full for market value of the property. If the property is unrelated to the university's mission, the deduction is limited to the donor's original cost of the item.

    If property created by the donor, such as a sculpture or a painting, is donated to the university, then the property is considered ordinary income property and the donor's deduction is limited to original costs (i.e. the cost of the stone and tools, or canvas, paint and brushes). In the right circumstances gifts of tangible personal property, are wonderful gifts to the university.

If you are interested in a variety of other planned gift arrangements not listed on our planned giving page or you have questions about any of the gift arrangements on this webpage, please call Stuart Merritt, director of major and planned gifts at 920-565-1023 ext 2153 or 1-800-569-2166 ext 2153 or email him at

Matching gifts

Many employers offer the opportunity to match all or a portion of a donor's gift to the university.  In essence, a matching gift program can double or even triple the impact of a gift.  Please check our listing of matching gift companies to see if your employer participates.  Don't miss out on this opportunity to enhance your support of the university!

Lakeland Students

Matching Gift List

A / B / C / D / E / F / G / H / I / J / K / L /
M / N / O / P / Q / R / S / T / U / V / W / XYZ/Other

Abbott Laboratories
Aetna, Inc.
Aid Association for Lutherans (AAL)
Air Products and Chemicals
Air Wisconsin Airlines
Akzo America
Alco Standard Corp
Alexander & Baldwin
Alliant Energy Corporation
Alliant Techsystems
Allied Signal
American Brands
American Express Co.
American Express Financial Advisors Inc.
American International Group
American Medical Security
AMSTED Industries
Analog Devices inc.
Anchor Capitol Advisors Inc.
Andersen Consulting
Aon Corp.
Apple Computers Inc.
Appleton Papers
Archer Daniel Midland
Arkwright Mutual Insurance Co.
Arthur Andersen LLP
ArvinMeritor, Inc.
Assurant Health
Auto Alliance International Inc.
Automatic Data Processing
Avery Dennison Corp.
Avery Machine Tool
Avon Products
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Badger Meter, Inc.
Badger Service Company
Ball Corp.
Bank One
BankAmerica Corp.
Bankers Life & Casualty
Bankers Trust Co.
Banner Packaging, Inc.
Banta Company
Barclays Bank PLC
Barnes & Roche Inc.
Barrett Technology
BASF Corporation
Beatrice Company
Becton Dickinson & Co.
Bemis Company Inc.
Beneficial Corp.
Bethlehem Steel
Betz Laboratories Inc.
BFGoodrich Co.
Blount Foundation
BMC Industries
BOC Group Inc.
Boeing Company
Bonneville International Corp.
Bostik, Inc.
Boston Company
BP America
Brady Corporation
Brady People ID
Bristol-Myers Squibb
Brown Group Inc.
Brunswick Corp.
Buell Motorcycle Company
Bunge Corporation
Burroughs Wellcome Co.
Butler Manufacturing
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Campbell Soup
Capital Cities/ABC
Castrol North America
Caterpillar Inc.
CBS Incorporated
Centel Inc.
Centerior Energy Corp.
CertainTeed Corp.
Champion International Corp.
Champlin Refining and Chemicals Inc.
Charles Schwab & Co.
Charles Stewart Mott Foundation
Chase Manhattan Corp.
Chemical Banking Corp.
Chesebrough Ponds
Chevron Corp.
Chicago Title & Trust Co.
Chubb Life Insurance Co./America
Church Mutual Insurance Company
Ciba-Geigy Corp.
CIGNA Corporation
Circuit City Stores
Citicorp/Citibank NA
Clement Communications
Clopay Corp.
Clorox Company
CNA Insurance Cos.
Coats & Clark Inc.
Coca-Cola Company
Colgate-Palmolive Co.
Color Division
Comerica Inc.
Congoleum Corp.
Conoco Inc.
Consolidated Natural Gas
Consolidated Papers Inc.
Continental Bank
Continental Can Co.
Continental Corp.
Continental Insurance
Convoy Plant
Cooper Industries
Cooper Tire & Rubber C
Coopers & Lybrand
Corning Inc.
CPC International Inc.
Crane Company
Credit Suisse
CSG Systems, Inc.
Cummins Engine Company
CUNA Mutual Insurance Group
Curwood, Inc.
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Dairyland Insurance Company
Dairyland Insurance Company
Dana Corp.
David J. Joseph Company
Deloitte & Touche
Delta Airlines
Deluxe Corp.
Dennison Manufacturing
DFS Group
Digital Equipment Corp.
Digital Space
Dixie Toga
Dole Food Company Inc.
Dow Chemical Company
Dow Corning Corp.
Dow Jones & Company Inc.
Dun & Bradstreet
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Eaton Corporation
Ecolab Inc.
ECS Specialty Inks
Edison Sault Electric Company
Electromark Company
Eli Lilly & Co.
Enron Foundation
Equitable Financial Cos.
Eureka Outdoor Equipment
Ernst & Young
Ethyl Corp.
Exxon Corp.
EZ Office Products
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Fadal Engineering Company
Fat Boy
Federal Home Loan Mortgage Corp.
Federal National Mortgage Assn.
Federated Department Stores
Fidelity Investments
Fireman's Fund Insurance Co.
First Data Corporation
First Weber Group
Fleet Financial Corp.
The Fluor Foundation
Follett Corp.
Ford Motor Company
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GATX Corp.
General Cinema Corp.
General Electric
General Mills
General Motors
General Re Corp.
Georgia-Pacific Corp.
Giddings & Lewis
Gillette Co.
Gilman Paper Co.
Glaxo Inc.
Glenmede Corp.
Goodyear Tire & Rubber Co.
Graco Inc.
Green Seal Certified
Guardian Life Insurance Co. America
Gulf+Western Inc.
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H & R Block
H.B. Fuller Company
Hallmark Cards
Harcourt General Inc.
Harley Davidson Motor Company USA
HarperCollins Publishers Inc.
Harris Corp.
Hartford Insurance Group
Hazelton Labs
Hershey Foods Corp.
Hewlett-Packard Company
Hi-Bred International
Hidden Valley Farm
HJ Heinz Co.
Hoechst Celanese Corp.
Home Depot
Honeywell Inc.
Hormel Foods Corp.
Houghton Mifflin Co.
Household International Inc.
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IBM Corp.
IMO Industries
Ingersoll-Rand Company
Integra Financial Corp.
International Minerals and Chemical Corp.
ITT Industries
IU International
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J.C. Penney Company
John D. & Catherine T. MacArthur Foundation
John Hancock Mutual Life Insurance
John Wiley & Sons Inc. Publishers
Johnson & Johnson
Johnson Controls
Johnson Outdoors, Inc.
Joseph Seagram & Sons Inc.
Jostens Inc.
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Kansas City Southern Industries
Keebler Company
Kellogg Co.
Kemper National Insurance Co.
Kerr-McGee Corp.
Kerry Americas
Kerry Group
Kerry Ingredients & Flavours
Kimberly Clark
Kmart Corporation
Knight-Ridder Inc.
KPMG Peat Marwick
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Land & Timber Division
Land O'Lakes Inc.
LCW Cosmetic Technologies
Leisure Life Watercraft
LeveragePoint Media
Levi Strauss & Co.
Lincoln Financial Group
LLT Laser Label Technologies
Lockheed Martin
Loews Corp.
Lotus Development Corp.
Lubrizol Corporation
Lucent Technologies
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Mack Trucks Inc.
MACtac Americas
MAG Giddings & Lewis, Inc.
Mallinckrodt, Inc.
Manitowoc Food Service
Maritz Inc.
May Department Stores
Maytag Corp.
Mazda North America Inc.
MBNA America Bank
McDonald's Corp.
McDonnell Douglas Corp.
McGray-Hill Inc.
Mead Corporation
Mead Witter Foundation, Inc.
Mellon Bank
Menasha Corporation
Menasha Packaging
Menasha Transport, Inc.
Merck & Co. Inc.
Meredith Corp.
Merrill Lynch & Co. Inc.
Metropolitan Life
MGIC Investment Corporation
Michigan Special Machinery
Microsoft Corp.
Middlesex Insurance Company
Milliken & Company
Millipore Corp.
Milprint Company
Milton Bradley Company
Min Kota Motors
Mitsubishi International Corp.
Mobil Oil Corp.
Moen Inc.
Monsanto Co.
MONY Financial Services
Mortgage Guaranty Insurance Corporation
Morton International Inc.
Motorola Inc.
MTS Systems Corp.
Murfin Division
Murphy Oil Corp.
Mutual of America
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NACCO Industries
National Gypsum Company
National Starch & Chemical Co.
NationsBank Corp.
Nationwide Insurance
Nationwide Mutual Insurance Co.
NCR Corp.
Necky Kayaks
Nellie Mae
New Jersey Packaging
New York Life
New York Times Company
Newsweek Inc.
Nordson Corp.
Norfolk Southern Corp.
Northern Trust Company
Northrop Grumman Foundation
Northwestern Mutual Life Insurance Co.
Nutrasweet Company
NYNEX Corporation
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Occidental Petroleum
Ocean Kayak
Old Town Canoes
Olin Corp.
Openfirst, LLC
Oppenheimer Funds Inc.
Opti Serv Hybrid
Orbis Corporation
Osram Sylvania inc.
Otsego Mill
Outboard Marine Corp.
Oxy USA Inc.
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Pacific Mutual Life Insurance Co.
Paper Packaging Division
Paramount Communications
Parker Centennial Assurance Company
Patriot General Insurance Company
Patriot Services LLC
PC Personnel Concepts
Pella Corp.
Pennzoil Co.
Peoples Energy Corp.
PepsiCo Inc.
Perfecseal, Inc.
Pet Inc.
Pfizer Inc.
Pharmacia & Upjohn, Inc.
Phelps Dodge Corp.
Philip Morris Cos.
Piper Jaffray Cos.
Pitney Bowes Inc.
Pittway Corp.
Polaroid Corp.
Poly-Hi Solidur
Potlach Corp.
PPG Industries Inc.
PQ Corp
Premark International Inc.
Price Waterhouse
Principal Financial Group
Printed Systems Division
Procter & Gamble Co.
Promo Edge Divisions
Promo One/Art Center
Providian Corp.
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Quaker Chemical Corp.
Quaker Oats Co.
Quantum Chemical Corp.
Quest Diagnostics
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Ralston Purina Co.
Rand McNally
Raytheon Company
Reader's Digest Assn. Inc.
Reliable Life Insurance Co.
Revlon inc.
Rexnord Industries, LLC
Reynolds Metal Company
RH Macy & Co.
RJR Nabisco Inc.
Robert W. Baird & Co. Foundation
Robert W. Baird & Co. Incorporated
Robert Wood Johnson Foundation
Rockefeller Family & Associates
Rockefeller Group
Royal Metallics
RR Donnelley & Sons Co.
Rubbermaid Inc.
Ryco Division, Reilly-Whiteman Inc.
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Safeco Insurance Co.
Sallie Mae
Sandoz Inc.
Santa Fe Pacific
Sara Lee Corp.
SBC Communications Inc.
SC Johnson & Son
Schering-Plough Corp.
Schmidt Family Foundation
Scripps Howard
Scubapro Diving Gear
SECURA Insurance Holdings, Inc.
Sedgwick James Inc.
Sensient Technologies
Sentry Insurance
Shawmut National Corp.
Sheffield Measurement
Shell Oil
Shenandoah Life Insurance Co.
Sherwin-Williams Co.
SHURflo Pump Manufacturing Co.
Skinner Corporation
SmithKlein Beecham
Solid Fiber Division
Sony Corporation of America
Southwestern Bell
Spiegel Inc.
SPX Corporation
Staley Manufacturing Co.
Standard Insurance Co.
Stanley Works
Sta-Rite Industries
State Farm
Steelcase Inc.
Sterns Division
Stride Rite Corporation
Subaru of America
Sun Company Inc.
Sun Microsystems Inc.
Sus-Rap Division
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T Rowe Price Associates
Tandy Corp.
Techy Bemis, SA
Tektronix Inc.
Tenet Healthcare Corp.
Tenneco Inc.
Tetley Inc.
Texas Instruments Inc.
Textron Inc.
The Equitable
Thermotech Division
Thomas J. Lipton Co.
Time Warner Inc.
Toro Company
Toyota Motor Sales USA Inc.
Toys R Us
Traex Division
Transamerica Corp.
Travelers Companies
Travelers Express Co.
TRW Inc.
Turner Corporation
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Unilever United States Inc.
Union Pacific Corp.
United Parcel Service
United States Fidelity & Guaranty Co.
United Technologies Corp.
UNUM Corp.
US Bancorp
US Venture, Inc.
USG Corp.
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Vanguard Group Inc.
Vulcan Materials
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Warner & Swasey
Warner-Lambert Company
Washington Post Co.
Waste Management inc.
Wausau Paper Company
Wausau Paper Mills, LLC
Wausau Sirrus
WE Energies Corporation
Welch Foods Inc.
Wells Fargo Bank, NA
Western Life Insurance Co.
Westinghouse Electric Corp.
Weyerhaeuser Company
Wisconsin Electric Power Company
Wisconsin Gas Company
Wispark Corporation
Witech Corporation
Whirlpool Corp.
White Consolidated Industries Inc.
Whitman Corp.
Williams Companies
Wisconsin Energy Corporation
WK Kellogg Foundation
WW Grainger Inc.
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