Planned Giving

Create a legacy that will impact wish kids for years to come. By including the Make-A-Wish Foundation® of Wisconsin in your estate plans, you can provide the resources necessary to grant inspiring wishes for children now and in the future.  

The terms "Planned Giving" or "Estate Planning" are used by professional estate planners when talking to their clients about what their financial goals and wishes will be after their lifetime. It's a difficult concept to think about. Who will receive the remainder of your estate? Your family, maybe the grandchildren or perhaps charitable organizations near to your heart. 
 
Talking about your goals and wishes with a professional estate planner can help you realize your dreams. There are many tools and options available to you to ensure your dreams are realized. The planning you do today will ensure your goals, your wishes create a lasting legacy. 

 

OUR PLANNED GIVING TOO

We are pleased to share the Gift Illustrator tool with you. You can use this tool to help determine which type of planned gift will best meet your financial needs, while making a significant gift to support our future wish kids. (Please contact your tax advisor to discuss your specific circumstances.) 

RESOURCES 

A brighter future for wish kids - here is how you can get started. Answer a few simple questions and we’ll point you down the right path. 

COMMON PLANNED GIVING VEHICLE ARTICLES 

Bequest 

Charitable Gift Annuities 

Charitable Remainder Trust 

Donor Advised Funds 

Legacy of WishesSM 

Life Insurance 

Memorials and Tribute Gifts 

Making a Will 

I give the sum of $___ or ___% to the   Make-A-Wish Foundation® of Wisconsin, 11020 West Plank Court Suite 200, Wauwatosa, WI 53226 (tax id: 39-1543541)   to be used or disposed of as the Board of Directors deems appropriate in its sole discretion. 

DONATE TODAY  

PETE AND KATY– THE STORY OF A LEGACY 

It’s not just wish kids and their families who find lasting change through Make-A-Wish®. Pete and Katy are proof that Make-A-Wish is just as meaningful for volunteers and supporters. 

For Pete and Katy Spohn, the idea of creating a legacy through a planned gift to Make-A-Wish Wisconsin is impacting their lives both now as well as in the future. The couple, who live in the Minocqua area, first learned about Make-A-Wish on TV about 15 years ago, and they decided then that they wanted to make a difference in the lives of children with critical illnesses. 

They have been through their own challenges and tragedies, and they can’t imagine what it would be like for a child to go through all that a wish child has to endure. “There is not anything better in life than to enrich the life of someone else, and especially a child,” Pete and Katy shared. 

The couple set up an estate plan indicating that when they both pass away, the interest from their gift will be used to grant a wish every year, to a Wisconsin wish kid, in perpetuity. They are already making wishes come true for kids like 17-year-old Matthew from Antigo who wished to go to Hawaii and Je’Ann from Prentice who wished to go to Walt Disney World® Resort. But they want to know that they will continue to grant wishes, long into the future. You can join them in creating a legacy of your own. Consider naming Make-A-Wish Wisconsin in your estate plan today, in preparation for the future. 

To learn more about how you can make a legacy gift through your estate and become a member of the Legacy of Wishes Society, please contact Wendy Cozzens at 262.781.4445 or [email protected]