Giving Appreciated Stock Is
Smart Estate Planning
Two-time UW-Platteville alumna Dr. Tori Erickson and her husband Jon enjoyed careers dedicated to education. Tori won the Outstanding Alumni award in 1998 and serves the university as a Foundation board member. As part of their smart retirement planning, in addition to their significant estate-plan commitment to the UW-Platteville Foundation, they give appreciated stock annually to support the Foundation. Their longstanding commitment to education inspired their legacy gift dedicated to student scholarships. “Education is a linchpin to success,” they say, “and every bit counts” when helping future generations achieve success.
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