Planned Giving
Planned Giving
Give / Planned Giving
Leave a legacy. Preserve the past. Inspire the future.
Wisconsin has made unique and vibrant contributions to history. Help share those stories with the world. A gift through your will or trust to the Wisconsin Historical Foundation—the nonprofit fundraising partner of the Wisconsin Historical Society—ensures that future generations will benefit from the lessons of history.
Sample Language For Your Will or Trust
I hereby give, devise, and bequeath to the Wisconsin Historical Foundation, Inc., a nonprofit, non-stock Wisconsin corporation with its principal office in Madison, Wisconsin, the sum of _________ dollars [or _____ percent of the rest, residue, and remainder of my estate] as an unrestricted gift to support the work of the Wisconsin Historical Society.
Legal Name: Wisconsin Historical Foundation, Inc
Federal Tax ID: 39-0921093
Mailing Address: 816 State Street, P.O. Box 260050, Madison, WI 53726
Join Us
When you include the Wisconsin Historical Foundation in your will or estate plan, you make a real and lasting difference for the Wisconsin Historical Society’s financial health and future success. Thank you for making history part of your legacy.
I have included the Wisconsin Historical Foundation in my estate plan
Your Planned Gift Supports
Read Our Annual Report
PRESERVING HISTORY
for the next generation
PUBLIC ACCESS
to world-class collections
UNFORGETTABLE EXPERIENCES
at historic sites & museums
PROTECTING HISTORIC PLACES
and their stories
Join Others Planning Their Legacy
“We want fact-based history accessible to the public. What better way to do it than by supporting the Wisconsin Historical Society? It is comforting to know our remaining money will go to places we care about.”
— Darlene & Dave Lee, Wausau
Robert B.L. Murphy Legacy Circle Members
Giving Options
A Plan that Works for You
The Wisconsin Historical Foundation cannot provide you with tax advice or financial guidance. While certain charitable giving vehicles may provide tax advantages, each person’s financial situation is unique. Before making your gift decisions, the Foundation encourages you to consult your own financial and/or legal professional.
Will or Trust
Beneficiary Designation
Gifts of Appreciated Stock, Bonds, or Mutual Funds
Gifts of Real Estate
Life Insurance
Gifts that Pay Income & Protect Assets
Planned Giving Tools
Helpful resources to make a planned gift in support of the Wisconsin Historical Society.
I am Here to Help
Joe Kollar is the Development & Planned Giving Officer for the Wisconsin Historical Foundation. With 20+ years of experience, Joe is here to help you plan your legacy gift, which can take many forms. Passionate about building relationships, Joe will work closely with you and your attorney or financial advisor as you make your plans.
Joe Kollar
Development & Planned Giving Officer
(608) 264-6585
joseph.kollar@wisconsinhistory.org