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Planned Giving

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.

Below are some tools and information which can help you start this process.

OUR PLANNED GIVING TOOL

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.

Lulu's Wish

Lulu on her wish trip.

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

REQUEST FREE INFORMATION

Please visit our e-brochure page to choose from our many downloadable resources.

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.

Planned Giving Contact

Wendy Cozzens
Director of Development
11020 West Plank Court Suite 200
Wauwatosa, WI  53226

Phone : (262) 781-4445 x2104
Fax : (262) 781-3736
Email : jpbmmraf@jvfpbafva.jvfu.bet

Meet Pete and Katy

Planned Giving The Spohn's

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.

Having experienced their own tragedies, Pete and Katy wanted to make a long-term difference in the lives of children. Today, Pete and Katy are legacy donors and members of the Legacy of WishesSM Society.

Read their story ►

Join the Legacy of Wishes society

Make-A-Wish® Wisconsin
11020 West Plank Court
Suite 200
Wauwatosa, WI 53226
(262) 781-4445
Toll Free Wisconsin Only (800) 236-9474
Make-A-Wish® Wisconsin, Northeastern Office
100 W. College Ave.
Suite 50E
Appleton, WI 54911
(920) 993-9994

Make-A-Wish® Wisconsin, Madison Regional Office
1 South Pinckney St.
Suite 40
Madison, WI 53703
(608) 252-4321