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Planned Giving

Planned giving can allow you to meet a number of goals simultaneously through a variety of deferred giving arrangements. You can meet your own needs and make provisions for your family members, while also minimizing your estate's tax burden. You can also make a future commitment to the Wisconsin Historical Society, without losing access to your assets in the present. Ultimately, planned giving can provide you with opportunities to make the most of your assets, both now and in the future.

Gift and Estate Planning Guide  (PDF, 1.81 MB)
Learn more about planned giving and making deferred gifts to the Wisconsin Historical Society. This guide explains several methods of making a planned gift and a printable form to request additional information.

Robert B. L. Murphy Society

The Foundation honors those individuals who benefit the Wisconsin Historical Society through deferred gifts with membership in the Robert B. L. Murphy Society. Mr. Murphy served on the Board of Curators for the Wisconsin Historical Society from 1958 until 1990, as its president from 1958 until 1961 and was a member of the National Trust for Historic Preservation's Board of Advisors from 1967 until 1973. He was a founding member of the Wisconsin Historical Foundation in 1954 and served throughout his life on its board and as the Foundation's president from 1960 until 1990. The Robert B. L. Murphy Society for donors of deferred gifts was named in honor of Mr. Murphy in 1998. Currently, 160 individuals belong to the Robert B. L. Murphy Society. The approximate value of their deferred arrangements is more than $3.2 million.

The Wisconsin Historical Foundation is a member of the National Committee on Planned Giving and subscribes to NCPG's Model Standards of Practice for the Charitable Gift Planner

For more information on Planned Giving or to discuss making a deferred gift to the Society, please contact Diane Nixa.


 

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