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 Jeff Klocko at 262-243-2170.
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.
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'Wait A While' Trust
Personal Planner
Bill and Clara were talking to their attorney Susan about gifts for their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might want to give them something during the next few...
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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.
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Many Taxpayers Benefit From
Washington News
The latest Internal Revenue Service (IRS) Tax Time Guide highlights the popular use by taxpayers of the "Where’s My Refund?" tool. Tax-filing is in high gear and the IRS issues millions of tax refunds each week. Taxpayers are flocking to the...
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