prepare today to fulfill your Future wishes
Establishing a planned gift through the Waukesha County Community Foundation is one way you can make a positive impact for nonprofits in our regional community. Our team stands ready to partner with you—and your professional advisor—to establish an estate plan that remembers your community, your neighbors, and your causes for a time when you are no longer here.
Because we offer customizable giving options, you can easily fund multiple charitable endeavors with a single gift to the Waukesha County Community Foundation. We will assist you to determine how to fulfill your philanthropic goals while minimizing administrative burdens. When you choose to give, we will work together to maximize the lasting impact your donation will have on Waukesha County — For Good. For Ever.
Already have a provision in your estate that includes the Waukesha County Community Foundation?
We’d love to know. Please download and complete the confidential, non-binding Statement of Intent document to outline your philanthropic intentions. It will empower us to prepare today to fulfill your wishes in the future.
In his legacy plans, Carl Patrinos (1919-2021) wanted to recognize the impact of and his gratitude for his Catholic education. Through his estate, Catholic schools in Waukesha will receive long lasting support through annual grants.
* = Matured gifts
- Thomas & Betty Arndt
- Scott & Kelcy Boettcher
- Anthony & Andrea Bryant
- Sabrina Bryant
- Patricia J. D’Angelo
- Mildred J. Delzer*
- David & Lori Eckert
- Thomas Ehrsam
- Gerard & Nancy Flood
- Julius & Barb Fomotor
- David R. Fuller
- Laura M. Gralton
- Kathleen Gray
- John S. Gresley
- Christine Hedstrom
- James & Holly Holmes
- David Hundausen*
- Shirley Klauser
- James & Suzanna Lacy
- Peter & Kay Lettenberger
- Dennis & Kathryn Leverenz
- Dr. Brian Lipman & Sarada Lipman
- John Macy
- Paul & Sally McCaughey
- Bruce Moncrieff
- Frank & Elaine Pagliaro
- Carl Patrinos*
- Michael Perrow & Sherri Wichgers- Perrow
- Bruce & Vickie Schmidt
- Paul & Laura Schmidt
- Vicki Schroeder-Krizek
- David & Lisa Schultz
- Joanne Smith
- Elaine Spelius
- James & Audrey Stewart*
- Fred & Patty Stier
- Dr. Scott & Elizabeth Swanson
- Jeffrey Wiesner & Sara Ford Wiesner
Did You Know…
the Smithsonian Institution was the result of a planned gift?
James Smithson, a British scientist who never even visited the U.S., established the Smithsonian through a legacy gift.
Legacy gifts, large and small, have significant impacts.
Ways To Make a Planned Gift
Designate your fund at Waukesha County Community Foundation (WCCF) as the beneficiary of your asset(s) by will, trust or beneficiary designation form.
IRA Beneficiary Designation
If you are like most people, you probably will not use all of your retirement assets during your lifetime. Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a legacy gift.
Beneficiary Designation Gifts
Designate your fund at the foundation as the beneficiary of a retirement, investment or bank account or your life insurance policy.
Charitable Gift Annuity
Transfer your cash or appreciated property to Waukesha County Community Foundation (WCCF) in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
Charitable Lead Trust
Fund a trust that makes gifts to WCCF for a designated number of years. Your family receives the trust remainder at substantial tax savings.
Charitable Remainder Trust
Transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property, tax free and provides you with income for life or a term of years.
Sample Bequest Language
This material is not intended as legal advice to donors on their personal gift and estate planning. Please seek guidance from your professional advisor to discuss your personal circumstances related to your charitable gift.
Bequest of Cash
“I bequeath the sum of $250,000* to My Fund at Waukesha County Community Foundation of Waukesha, Wisconsin, a 501(c)3 nonprofit organization [EIN 39-1969122].”
Bequest of a Percent of the Estate
“I devise and bequeath 50%* of the remainder and residue of property owned at my death, whether real or personal, and wherever located to My Fund at Waukesha County Community Foundation of Waukesha, Wisconsin a 501(c)3 nonprofit organization [EIN 39-1969122].”
“If my brother John Doe survives me, I devise and bequeath 75%* of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 75%* of my residuary estate, whether real or personal property and wherever located to My Fund at Waukesha County Community Foundation of Waukesha, Wisconsin, a 501(c)3 nonprofit organization [EIN 39-1969122].”
* Represent examples. Amounts are to be determined by donors. This material is not intended as legal advice to donors on their personal gift and estate planning. Please seek guidance from your professional advisor to discuss your personal circumstances related to your charitable gift.
For questions about Planned Gifts please contact our Director of Donor Engagement, David Salmo, at email@example.com or call 262-513-1861.