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Planned Giving
Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call Jeff Klocko at 262-243-2170.
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.More
Personal Planner
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to
start a new business, to cover costs for a personal emergency or for education.
One of the...More
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.More
Washington News
In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules.
While over 139 million taxpayer returns were filed this year, there are some individuals who may have neglected to file...More