Retirement assets

A tax efficient way to support your charitable goals

Retirement assets such as IRAs and employer sponsored plans can be a powerful way to support Ascension Wisconsin Foundation while aligning charitable giving with your long term financial plan.

These assets may be used for lifetime giving or as part of your legacy planning.

Why donors choose this option:

May provide tax advantages depending on structure
Flexible way to give during your life or lifetime
Simple way to turn retirement savings into impact
Can support both family and charitable goals

How it works:

You name the Foundation as a beneficiary or initiate a qualified gift
Your financial institution processes the designation or transfer
Funds are distributed to Ascension Wisconsin Foundation
Your advisor can help determine the most effective strategy

Is this right for you?

This option may be a good fit if you:

Have IRAs, 401(k)s, or other retirement accounts
Are considering tax efficient charitable strategies
Want to include philanthropy in your retirement planning
Are reviewing beneficiary designations

Examples:

Naming Ascension Wisconsin Foundation as an IRA beneficiary
Making a Qualified Charitable Distribution (QCDs)
Designating a portion of a 401(k) for charitable purposes

Important note:

Retirement account gifts may have tax implications and should be coordinated with your financial or tax advisor.

Next steps:

Review your accounts. Check current beneficiary designations.
Connect with your advisor. Align retirement and charitable strategies.
Update forms. Work with your provider to complete designations or transfers.
Let us know. If you are considering or have included Ascension Wisconsin Foundation in your retirement 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.