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Planned Giving Resources

Tools and guidance to help you plan your charitable legacy.

Whether you are exploring your options, working with an advisor, or ready to put your plans into action, these resources can help you take the next step.

Planned Giving Roadmap

A simple, easy to follow overview of planned giving that walks you through how to turn your values into a lasting gift to Ascension Wisconsin Foundation.

Download Roadmap

Sample Bequest Language

Suggested wording to share with your attorney when including Ascension Wisconsin Foundation in your will or trust.

Download Sample Language

IRA Giving Guide

Learn about tax-smart giving opportunities through your IRA, including Qualified Charitable Distributions (QCDs) and other retirement giving strategies.

View IRA Giving Guide

Advisor Resource Guide

A resource for attorneys, financial advisors and donors that include information about QCDs, charitable trusts, bequests and how to contact our planned giving team.

View Advisor Guide

Questions?

Our planned giving officer is available to help you explore your options and work alongside you and your professional advisors.

Contact Planned Giving Officer

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