Give to Lakeland University

As Lakeland University continues to evolve to fit the needs of the next generation of students, we ask that you please consider making a donation. Your generous gift will help our students reach their fullest potential in the classroom and in their communities.

Please click the button below to be directed to a secure site to make your donation.

You may also make a gift by mailing a check to:

Advancement Office
Lakeland University
W3718 South Dr
Plymouth, WI 53073

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! If you or your company is participating in a matching gift program, please contact Executive Assistant for the Advancement Office, Sam Jessup at 920-565-1023 ext. 2161 or advancement@lakeland.edu to inform us that the matching gift will be made.

Giving long-term appreciated properties provides three potential ways for tax savings. For example, a gift of appreciated stock* will help you:

1. Avoid capital gains tax on the increase in value of your stock.
2. Receive a tax deduction for the full fair market value of the stock on the date of the gift.
3. Reduce the value of the donors' taxable estate by the amount of the gift.

Finally, you can direct your gift towards a specific fund, scholarship, or program, just as you can with any other gift to Lakeland.

* All appreciated property must be long-term and owned for at least one year and a day. Always consult your personal tax advisor to learn how a gift of appreciated property can benefit both you and Lakeland University.

PLEASE NOTE: The value of your gift and the date of the gift are both determined by the date of the transfer, which is the date Lakeland University receives the appreciated property.

To give gifts of appreciated property:

1. Notify the Lakeland University Advancement Office. Call or email your name, the name of the securities/stocks/funds, and number of shares to:
   
   Sam Jessup
   Advancement Office
   Phone: 920-565-1000 ext. 2161
   Email: advancement@lakeland.edu
2. Transfer information:
   R.W. Baird
   Ms. Laura Gough
   777 E. Wisconsin Ave
   Milwaukee WI 53202
   414-765-3972 or 888-596-1592
   FAX 414-298-6188
   
   Account Name: Lakeland University Inc
   Gifting DTC Participant #0547
   Gift Account No. 5939-9736
   Lakeland Tax ID # 39-0821861
3. Once received and processed, Lakeland University will issue a tax deduction/acknowledgment letter.

Streamline your giving through a tax-deductible gift to a Donor-Advised Fund (DAF), then disburse grants to Lakeland University.

To direct a grant you will need the following information to provide to your DAF manager:

Legal Name: Lakeland University
Address: W3718 South Drive, Plymouth, WI 53073
Federal Tax ID # 39-0821861

For additional information or questions, contact:
Sam Jessup
Advancement Office
Phone:920-565-1000 ext. 2161
Email: advancement@lakeland.edu

Are you over 70.5? Want to reduce your taxable income AND help support Lakeland University? Qualified charitable distributions (QCD) directly from an IRA are one of the most tax-savvy ways to give*.

Benefits of a QCD

• Avoid taxes on transfers of up to $100,000 from your or your spouse’s IRA to Lakeland University (Annually).
• Satisfy your required minimum distribution (RMD) for the year.
• Avoid taxable income, even if you do not itemize deductions.
• Finally, you can direct your gift towards a specific fund, scholarship, or program OR simply to Lakeland’s greatest need, just as you can with any other gift.

*PLEASE NOTE: QCDs do not qualify for a charitable deduction but do avoid your taxable income, always consult your personal tax advisor to learn how a QCD can benefit both you and Lakeland University.

To direct a Qualified Charitable Distribution from your IRA:

1. Contact your IRA custodian and direct them to make a gift from your IRA to Lakeland University. Request that your name be included with the transfer information so we can thank you for your gift! They can mail it to:
   
   Lakeland University Advancement Office
   W3718 South Drive
   Plymouth, WI 53073
2. For additional information or questions contact:
   Sam Jessup - Executive Assistant for the Advancement Office
   advancement@lakeland.edu
   920-565-1000 ext. 2161
   

There are many creative ways to leave your legacy with Lakeland while helping the university plan for long-term aspirations.

The Founders’ Society honors those loyal community members, alumni, parents, and friends who invest in Lakeland’s future through planned gifts from their estate to the university*. These gifts help fulfill our commitment to provide access to an affordable, innovative higher education for generations to come. There are many creative ways to leave your legacy with Lakeland while helping the university plan for long-term aspirations.

Planned and estate gifts can endow scholarships, faculty growth, or enhance classrooms and spaces. Through these donors’ provisions, Lakeland’s future can grow to meet evolving needs and opportunities. In return, members receive special benefits and recognition through the university, plus, these gifts have the potential to help generate income for a loved one, secure assets, aid in current tax savings, or even help relieve future estate tax for their families.

JOIN TODAY!

1. Create a planned or estate gift:
   • Simply add LU as a beneficiary to your life insurance policy or retirement plan
   • Assign a percentage of your retirement assets (or life insurance policy) to LU
   • Bequeath a gift to Lakeland in your will or revocable trust
   • Explore various trust vehicles that can create income for a loved one and gift aid to LU
     NOTE: It is recommended that you discuss your options with family, tax, legal and financial advisors before making a gift decision.
2. Already have a plan in place?
   • Complete the secure online Founders' Society membership form here.
   • Or request a paper copy from the advancement office.

QUESTIONS?

Tylor S. Loest, CFRE

Associate Vice President for Advancement

920-565-1023 ext. 2153

loestts@lakeland.edu.

*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.