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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
If at some point in life you have a serious illness, there are a number of planning options that should be considered.
With a serious illness, there are emotional, physical and mental challenges. The illness may be primarily physical, but the person...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
With the peak hurricane season in September, the Internal Revenue Service reminds taxpayers to protect their tax and financial records.
Between 1851 and 2024, there have been 1,062 hurricanes in the Atlantic Ocean. September is the peak month with...More