Giving options

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets and benefit Ascension Wisconsin Foundation.

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Ascension Wisconsin Foundation.

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Ascension Wisconsin Foundation. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.

Make a substantial gift to Ascension Wisconsin Foundation in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.

Donate your home, farm or a second home to Ascension Wisconsin Foundation and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.