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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
A successful business owner with a large estate passed away in 1976. He had grown up in Texas, moved to California and also lived for many years in Nevada. With a net estate of $2.5 billion, his estate owed substantial federal and state taxes.
While...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
The Internal Revenue Service Criminal Investigation (IRS-CI) division is responsible for protecting senior taxpayers from fraud schemes. On World Elder Abuse Awareness Day held on June 15, IRS CEO Frank Bisignano explained that the IRS is...More