Naming us in your assets

A simple, flexible way to create a lasting legacy

Naming Ascension Wisconsin Foundation as a beneficiary of your financial assets is one of the most straightforward ways to make a future gift. This approach allows you to support patients and families across our communities while keeping full ownership and control of your assets during your lifetime.

Because beneficiary designations are made outside of your will or trust, they are easy to complete and can be updated at any time as your circumstances change.

Why people choose this option

Many donors choose to name a beneficiary because it allows them to:

Make a meaningful future gift with minimal paperwork
Maintain full access to their assets during their lifetime
Update beneficiary designations as life changes
Support charitable goals alongside family and loved ones

Is this option right for you?

Naming us as a beneficiary may be a good fit if you:

Want a simple, flexible way to give
Prefer to keep assets accessible during your lifetime
Are reviewing retirement or financial accounts
Want to create a legacy without changing your will or trust

How it works:

You can name Ascension Wisconsin Foundation as a full or partial beneficiary of a variety of assets including:

Retirement accounts (IRA, 401(k), 403(b))
Life insurance policies
Bank or brokerage accounts (payable on death or transfer on death)
Certain investment or financial accounts that allow beneficiary designation

You simply complete a beneficiary designation form provided by your financial institution or plan administrator.

Next steps

Whether you are creating your first estate plan or updating your existing one, a few simple steps can help ensure your wishes are carried out.

Review your plans. Consider how this type of gift fits into your overall financial and estate planning goals.
Connect with your advisor or attorney. Your legal or financial advisor can help ensure your plans reflect your intentions and are structured correctly.
Request sample language or forms. We can provide suggested wording or documentation to help you and your advisor complete your plans.
Let us know. If you have included or are considering including Ascension Wisconsin Foundation in your plans, we would be honored to hear from you. This is not legally binding and does not require financial details. Sharing your intentions helps us ensure we can understand and honor your wishes, and it allows us to thank you and, if you choose, welcome you into our Legacy Society.