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
Bypass the Estate Tax
Personal Planner
The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is reasonable certainty for estate planning. Estate Exemption – For the years...
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
Emergency Plans for Summer Disasters
Washington News
In IR-2021-101, the Internal Revenue Service reminded everyone about National Hurricane Preparedness Week and National Wildfire Awareness Month. With the risk of a hurricane, tornado, flood, earthquake or fire disaster this summer, it is an excellent...
More
scriptsknown