Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call Greg Fictum at 262-243-4540.
Gift Options
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
More
Irrevocable Life Insurance Trust (ILIT)
Personal Planner
Susan and Steve have been talking to their tax attorney, Elizabeth, about plans for their family. Susan is very concerned about their family. Susan: "I wish that we had a perfect family, but we must admit we don't. We have three children. Our first...
More
Donor Stories
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
More
IRS Cautions - Avoid
Washington News
As taxpayers gather their W-2s, Forms 1099, charitable gift receipts and other financial information, tax filing season is now in full gear. In IR-2019-9, the IRS cautioned taxpayers not to use tax preparers who refuse to sign the taxpayer's return....
More
scriptsknown