Assets like stocks and bonds make excellent gifts to our Foundation, especially if they have increased in value.  Many people contribute these appreciated assets rather than cash because they receive the same tax deductions while avoiding capital gains and transfer fees.

Your gift can be in the form of a bequest in your will or living trust. You might also consider Froedtert as a beneficiary of a life insurance policy, retirement plan or financial account. Life-income gifts such as a charitable gift annuity or trust can also provide you with immediate tax savings and annual income.

We’re happy to meet with you to discuss the giving options that make the most sense for you and your family.

Contact Us 

Stephen M. Davis, Senior Director of Development, Planned Giving
(414) 955-5824 


Support the Hope to Health Campaign

With your support, we’re committed to solving the toughest problems confronting human health—at every stage of the life cycle—and with an unwavering dedication to turn hope into health.

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