Advisor resources

If you are advising a client who is considering a planned gift or bequest to Ascension Wisconsin Foundation, we welcome to opportunity to work with you. Please use the below resources and tools, and contact us at any time for further information or assistance on a confidential basis.

Legal name

All charitable gifts should be directed to “Ascension Wisconsin Foundation, INC., 19333 W. North Ave. Brookfield, WI 53045, a Wisconsin 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 39-1494981.”

Making a planned gift

Consistent with safeguarding its own interests, Ascension Wisconsin Foundation tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. Accordingly, we hope the following will prove helpful:

Read our suggested bequest wording.

Let us know.

If one of your clients arranges an estate gift for the benefit of Ascension Wisconsin Foundation, we would very much appreciate knowing about the gift, both so we can express our gratitude, and so we can make sure that we are able to fulfill the donor's wishes.

Of course, we respect the fact that some donors may prefer to remain anonymous. If you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

To notify Ascension Wisconsin Foundation that an estate gift has been arranged, please contact us through this form or print and mail this form to: Ascension Wisconsin Foundation, 19333 W. North Ave. Brookfield, WI 53045.

We're here to help.

We want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a client or needing our cooperation in the administration of a bequest or other type of planned gift.

Please contact us to discuss a potential, or hypothetical, gift situation or to request a gift illustration.