Gifts in a will or trust

A simple way to create a lasting legacy

A gift through your will or trust is one of the easiest and most flexible ways to support Ascension Wisconsin Foundation. Because the gift is made through your estate plan, you retain full control of your assets during your lifetime while creating a future impact for patients and families across our communities.

Why people choose this option

Many donors choose a bequest because it allows them to:

Make a meaningful future gift
Maintain access to their assets during their lifetime
Update their plans if circumstances change
Support loved ones while also supporting causes they care about

Is a bequest right for you?

A gift through your will or trust may be a good option if:

You would like to make a future impact
You value flexibility
You want a simple charitable planning strategy
You are reviewing or updating your estate plan

How it works

You work with your attorney to include Ascension Wisconsin Foundation in your will or trust. Your gift can be a:

specific dollar amount
percentage of your estate
particular asset
portion of the remainder of your estate
gift that takes effect under certain conditions

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.

You will make an incredible difference

Your gift to Ascension Wisconsin Foundation will make a direct impact in your community. Your support will make it possible to:

Provide hope and healing for generations

to come

Equip our providers with new tools and treatment options

Lay the foundation for strong, healthy communities