Planned Giving

Planned Giving

When you give to All Saints Foundation in Wisconsin, you're making our community stronger, healthier, better.

A planned or deferred gift is a type of charitable gift that requires some planning, usually with the assistance of a financial advisor and development officer. A donor may fund his or her gift with cash or other assets. Either way, the benefits of a planned gift can be very attractive.

A Tradition of Healing

From its beginning, All Saints Foundation has been blessed with the generosity of countless friends who have remembered the hospital through their estate plans. The return on that investment is evident on the faces of patients whose lives have been saved or changed by those gifts.

A gift from one’s estate can accomplish many things. For example, it helps to provide a sound financial base, enabling All Saints to provide exemplary health care throughout our community. It also enables All Saints to stay abreast of promising medical technologies.

Benefits of Planned Gifts

  • Build a philanthropic legacy.
  • Have a meaningful impact on All Saints beyond your lifetime.
  • Maximize your charitable contribution.
  • Serve as an example for your family and community
  • Allow for tax advantages for both you and your heirs.
  • Turn appreciated assets into income for yourself and/or other family members.

Estate & Gift Planning Options

Learn what do to before creating or reviewing your estate plan, or select one of the following planned giving options.

Endowments & Memorials
Creating an endowment fund or a memorial gift are a few ways to honor a charitable organization. They are often named after the donor but can be named in memory of an individual. Learn more about endowment funds and memorial gifts.

Life Insurance
Most of us think of life insurance as protection, especially for our loved ones. But it is also a powerful tool you can use to champion our work far into the future. You can donate a paid-up cash value life insurance policy and take an income tax deduction for the cumulative amount of premiums paid. You may also obtain certain tax benefits by taking out a new policy or giving an existing policy on which payments are still being made. Learn more about giving life insurance policies.

Real Estate
Your property opens the door to a unique giving opportunity. From townhomes to farmland, many types of real estate assets can be donated to qualified charitable organizations like ours. You'll be helping a good cause, enjoying tax benefits and potentially setting up a lifetime stream of income. Learn ways to donate real estate and how you can benefit.

Retirement Plan Assets
Do you have money saved in an employee retirement plan, IRA or tax-sheltered annuity? Each of these retirement plan assets contains income that has yet to be taxed. Your beneficiaries may owe the income tax at your death, totaling as great as 35 percent. Learn what you can do to avoid or reduce income tax of your retirement plan.

Savings Bonds
There's more than one way to turn your savings bonds into a generous donation while reducing the tax liability generated by these secure investments. Learn more about giving savings bonds.

Wills & Bequests
The most common planned gift is a bequest in a will. It can be a dollar amount, a percentage of the estate, or specific asset. After you make specific provisions for family and loved ones, you may specify a residuary gift to All Saints Foundation for all or part of that which remains. Learn more about wills through frequently asked questions or a step-by-step guide on how to make a bequest.

Legacy Society

The Legacy Society is a program which encourages donors to remember All Saints Foundation with estate or other planned gifts arranged during their lifetime. This program also will honor those who have currently undertaken that step.

Planning Your Legacy

Your decision to make a planned gift is a personal statement about what you care about and who you are. Your planned gift to All Saints Foundation can improve the lives of countless individuals, help you achieve your financial goals, and allow you to leave a lasting legacy of generosity.

Gifts to All Saints Foundation are tax-deductible as provided by law.

For More Information

To find more ways to make a gift to All Saints Foundation, please call 262-687-8653 for a no-obligation visit.