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There are many options for planned giving. 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 

Justin Ward, CFP®, CAP®
Director of Planned Giving
414-955-4518
legacyinfo@mcw.edu