Participate in this challenge by documenting your future philanthropic commitment to Children’s by completing a simple, confidential and non-legally binding statement of intent form.
There are many ways to make a planned gift. The Children’s Wisconsin team is here to help connect your philanthropic goals and passions with our vision of making the kids of Wisconsin the healthiest in the nation. Please contact Kelly Sachse, CFP, Senior Planned Giving Director, at (414) 266-6121 or ksachse@childrenswi.org or Maura Cook Lamensky, JD, Development Director for Planned Giving, at (414) 266-2481 or mcooklamensky@childrenswi.org.
Gifts through a will or trust
A gift in your will or trust can be a specific dollar amount, a percentage of your estate or the remainder after all other gifts are made.
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Beneficiary designation
You may designate Children’s Wisconsin as a beneficiary of your retirement plan, investment or bank account, or insurance policy.
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IRA charitable rollover
This tax-savvy gift option, also referred to as a qualified charitable distribution, or QCD for short, is available to folks 70.5 years old and older. It may satisfy your required minimum distribution (RMD) and reduce your taxable income.
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Charitable gift annuity
In return for a gift of cash or appreciated assets, you receive a fixed amount each year for the rest of your life. In addition, you may receive an income tax deduction and a portion of your annual income will be tax-free.
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Resources for professional advisors
We are committed to taking the utmost care in working with you and your clients to identify the charitable arrangements that best meet their needs.
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Contact our Planned Giving team
We are here to support you and your trusted advisors in aligning your financial, estate, and charitable planning goals.
Contact us
Learn more about planned giving at Children’s Wisconsin or download our free planning toolkit.
We also invite you to explore the benefits of our Guardian Society, which acknowledges the donors who have remembered Children’s in their estate.