Planned Giving

By giving to Viterbo University, we can move society toward the greater good by empowering students to be the difference our world needs:

Faithful Servants + Ethical Leaders.

Forward-Thinking + Dynamic Innovators.

Here’s how your support directly impacts students’ sucess:

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Impact Stories

Impact Stories

Learn how others have made an impact through their acts of giving to our organization and others.

  • Jane Kirschling '80
    Jane Kirschling '80

    Growing up in Wisconsin Rapids, Jane Kirschling '80 was the youngest child in a family that put a premium on higher...

  • Scott Romane '86, '13
    Scott Romane '86, '13

    Growing up in Chicago, Scott Romane '86, '13 first heard about Viterbo University as a high school senior. The new teacher...

  • John and Marilyn Hempstead's Legacy
    John and Marilyn Hempstead's Legacy

    Former Viterbo library director John Hempstead described the university as "the most wonderful place I have every worked. The Sisters...

  • Couple Creates Scholarship to Help Others
    Couple Creates Scholarship to Help Others

    As youth, Serena Bahe and her husband Chris both experienced a great deal of adversity, especially financial. Their college...

  • Cairns Legacy
    Cairns Legacy

    As a high school English teacher, William Cairns '95 came to Viterbo University to earn six credits so he could renew his teaching license...


Gift Examples

  • Bequests

    Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.

  • Using a Beneficiary Designation to Make a Gift to Charity

    Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...

  • Fixed Income for Retirement

    After working for decades as a pediatrician in a small town, Patricia is ready to retire.

  • Tax-Free Sale

    Howard and Lynn were both age 55 when they purchased some vacant land a few miles outside of town. They thought real estate would be a good investment that could be sold later for a profit.

  • Capital Gains Tax Bypassed

    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.

  • Peace of Mind Gift Annuity

    Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.

  • Endowment Gift

    Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.

  • Sale and Unitrust

    Gene and Carol purchased stock in a small medical service company several years ago. The company has done well.

  • The Retirement Unitrust

    Mary grew up on a farm. When her parents passed away, she and her husband Bill inherited the farm.

  • Property Turns Into Income

    Miranda lived in the family home where she and her spouse had raised their three children. After her spouse passed away, Miranda found it increasingly difficult to care for her property.

  • Flexible Deferred Gift Annuity

    Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.

  • Part Gift and Part Sale

    Susan and Kevin bought a vacant lot along Lake Michigan many years ago. They had planned to build a second home so that their family could spend their summers along the lake.

  • Current Gifts

    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.

  • Gift of a Bank Account When No Longer Needed (POD)

    Keith has been a faithful supporter of Viterbo University and makes regular gifts to support our work.

  • Transferable on Death (TOD) Gifts

    Harold and Jeanne married after meeting at an event Viterbo University held for our donors. They wanted to leave a legacy gift...

  • A Bequest to Further Good Work

    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.

  • Deferred Gift Annuity

    Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.

  • What Will You Do with Your Unspent Retirement Savings?

    Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.

  • Gift Annuity for Real Estate

    Jonathan purchased his home many years ago for $80,000. The home is now worth $420,000. Jonathan wants to sell his home and buy a condo for $130,000.

  • A Bequest to Save Taxes

    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.

  • Leading for the Future

    Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.

  • Give it Twice Trust

    While visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.

  • Providing for Our Children's Future

    Ron and Kathy worked for many years building their nest egg for retirement.

  • Bequest of Insurance

    Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.

  • Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!

    We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.

  • We wanted to start paying it forward right away. Our scholarship is designed for people with mortgages and kids who need to keep their families going under the stress of other priorities.”

    Barry + Maria Stahl
    Barry and Maria Stahl Family Nursing Scholarship

  • “I had the great fortune of attending Viterbo, and scholarship support allowed me to have that amazing experience. Now I want to help other students achieve their potential and find out who they want to become.”

    Dean Yohnk
    Dean Yohnk First Generation Scholarship

  • “We have been very blessed in our lives and we thought it was a good time to give back. We couldn't think of a better way to help young people move forward in their lives and to show appreciation to Viterbo University for all it has given us.”

    Joe + Lori Dunham
    Joseph and Lori Dunham II Capital Market Business Scholarship