Life insurance
A simple way to create a meaningful future gift
Life insurance provides a flexible way to support Ascension Wisconsin Foundation by naming the Foundation as a beneficiary of your policy.
This allows you to create a future charitable gift without impacting your current financial situation.
Why donors choose this option:
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No impact on current cashflow or assets
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Simple beneficiary designation process
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Flexible and easy to update
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Creates meaningful legacy gift
How it works:
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You name the Foundation as a full or partial beneficiary of your policy
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Your insurance provider processes the designation
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Upon your lifetime, proceeds are paid to Ascension Wisconsin Foundation
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You retain full control of the policy during your lifetime
Is this right for you?
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This option might be a good fit if you:
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Have an existing life insurance policy
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Want a simple way to create a future gift
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Prefer to preserve other assets for family
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Are reviewing beneficiary designations
Examples:
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Naming Ascension Wisconsin Foundation as primary beneficiary
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Naming the Foundation as contingent beneficiary
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Donating a fully paid life insurance policy
Important note
Life insurance gifts should be reviewed with your insurance provider or advisor to ensure beneficiary designations are properly documented.
Next steps:
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Review your policies. Confirm current beneficiary designations.
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Connect with your advisor. Ensure your intentions are clearly documented.
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Update your provider forms. Make or revise beneficiary designations.
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Let us know. If you are considering or have included Ascension Wisconsin Foundation in your life insurance plans, we would be honored to hear from you. This is not legally binding and does not require financial details, it simply allows us to thank you and if you choose, welcome you into our Legacy Society.