Bequest by Will

Please consider making a charitable donation through a bequest by will. This form of legacy gift will provide funding to support our mission and programs that help Dane County neighbors in need. As one of the simplest forms of planned giving, a bequest by will allows you to designate as a gift either a specific dollar amount or a percentage of your estate after other disbursements are made. A bequest also can reduce the amount of your taxable estate and may increase the actual amount willed to your loved ones.iStock_000005909009Medium

We recommend that your tax or estate-planning attorney and/or your financial planner advise you when creating your will.

For more information, please contact Nancy Hansis, Director of Development, at (608) 442-7200, x405, or email nancy@svdpmadison.org.

Planned Giving Options (click each for detail)

Recurring Monthly Gifts Bequest By Will Gifts of Stocks, Bonds & Mutual Funds
Gifts of Retirement Plan & IRA Assets Gifts of Insurance Gift Annuities
Gifts of Property Trusts Estate Planning
United Way

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“After seeing the tremendous good that the Society has done for the poor in the community, I decided to make a monthly financial committment to the Society now and also am leaving a legacy gift for later.”
- Bernie Vering