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Planned Giving 


Giving can be a very meaningful part of our lives when we take time to reflect on what is important, and identify where we have an opportunity to give back.  Planned giving can range from a single transfer of cash or securities to a more detailed approach through an estate plan.  Meeting your own financial needs, taking care of family, and supporting those charitable causes that you believe in are all factors to consider with planned giving.  If you are considering a planned gift to St. Mary’s Foundation, we encourage you, or your attorney, to contact the Foundation office for assistance.  

Appreciated Assets
Marketable securities, property, and retirement funds are all assets that can be gifted to St. Mary’s Foundation.  You can typically designate the whole, or a percentage of the asset as a charitable gift.  Please contact the Foundation office if you are considering the donation of an appreciated asset.

Estate Gifts
Incorporating charitable gifts into your financial and estate plans can have a tremendous benefit for both you and the Foundation, now and in the future.  If you would like to make a provision in your estate for St. Mary’s Foundation, please share the following bequest language with your attorney.

  • Unrestricted General Bequest Language
    I hereby leave (percentage of estate or dollar amount) to St. Mary’s Foundation in Madison, WI to be used for the greatest needs of St. Mary’s as determined by St. Mary’s leadership.

  • Restricted General Bequest Language
    I hereby leave (percentage of estate or dollar amount) to St. Mary’s Foundation, in Madison, WI to be used for the following restricted purpose: _________________________________________)


  • If you would like to provide a restricted gift to St. Mary’s Foundation, please have your attorney contact St. Mary’s Foundation to ensure donor intent is clearly and appropriately documented.

  • Declaration of Intent
    A Declaration of Intent is a non-binding information form used by donors to confirm they have made a provision in their estate for St. Mary’s Foundation.  By completing and signing a Declaration of Intent, you are assured that St. Mary’s has your specific directives regarding the use of your estate gift or bequest.  

    Click here to print a Declaration of Intent Form
    If you choose to complete a Declaration of Intent for your estate gift, the Foundation will recognize you as a member of the Legacy Society unless you choose to remain anonymous. 


Charitable Gift Annuity
By making a gift through a charitable gift annuity, you can receive fixed, guaranteed payments for the rest of your lifetime.  Your gift will provide philanthropic support to St. Mary’s while providing you with a steady stream of income. 

 

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