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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
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
Personal Planner
About 15 years ago, Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited property, it was worth about $100,000.
During those 15 years, the town has...More
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
Washington News
National Taxpayer Advocate Erin M. Collins publishes a report each year on the performance of the Internal Revenue Service (IRS). In her most recent report, the IRS was rated "better than expected in most respects."
There were...More