Want to Leave a Lasting Legacy?
Leaving a legacy often means handing down what we value most. For many of us, that includes making certain that our children and grandchildren will inherit our precious history and heritage. When people are preparing their estate plans, they often consider the Wisconsin Historical Society if they want to ensure that we can continue our mission to collect, preserve and share our history for generations to come.
Discover the Benefits of Giving Wisely
We can show you how to leave a lasting legacy by making a planned gift (PDF 1.81 MB) to the Society. And by taking advantage of incentives the IRS provides, we can also help you gain tax-related financial benefits.
A planned gift can help you:
- Gain peace of mind
- Reduce income and/or estate taxes
- Reduce or avoid capital gains taxes
- Increase your current income
- Make a larger donation than you otherwise could
- Make a gift when you no longer need the assets
Charitable Gift Annuities
In response to requests from Society members, the Wisconsin Historical Foundation has established a new Charitable Gift Annuity program. Of all the gifts that pay you back, the charitable gift annuity is the simplest, most affordable and most popular. You make a gift to the Wisconsin Historical Foundation and receive an immediate income tax deduction for a portion of your gift, and in return we agree to make fixed payments to you for life. In many cases, you'll increase the yield you are currently receiving from equities or CDs.
So whether you want to make a contribution from your will or trust that costs you nothing during your lifetime, use a charitable gift annuity that gives you guaranteed income for life, or a charitable lead trust that simply protects your assets, a planned gift is a win-win way to achieve your philanthropic and financial goals.
To Learn More
To learn more about various gift types, get further information, discuss your options or to obtain a free, confidential and no-obligation proposal, please contact Diane Nixa.
:: Posted August 23, 2010