Learn which assets are most commonly used to fund a gift.
Stocks & bonds
Giving appreciated stock that you have owned for more than one year is one of the most tax-advantaged ways to make charitable gifts. With careful planning, you can reduce your capital gains tax while supporting Ascension Wisconsin Foundation.
Retirement assets
A gift of your retirement assets, such as an employee retirement plan, IRA or tax-sheltered annuity, is an excellent way to make a gift. A gift of these assets can shield your heirs from taxes while funding Ascension Wisconsin Foundation's future.
Life insurance
Life insurance is a valuable asset for making a charitable gift. You can make a gift of a life insurance policy without diminishing other investments or assets earmarked for family members.
Real estate
A gift of real estate allows you to preserve your cash assets, receive tax and income advantages, and make a significant charitable gift to the Foundation.
Personal property
A gift of artwork, coins, antiques, or other personal property can be an excellent way to support the Foundation.
Donor-advised fund
A donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. Might a donor-advised fund be right for you? Here’s how it works.