Milwaukee County Historical Society
Upcoming Events

AUGUST 2008
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Planned Gifts

Planned Gifts

Keep Milwaukee’s History Alive with a Gift through Your Will

Residents of Milwaukee are well known for volunteering their time and other resources for the benefit of causes in which they believe. As a result, the lives of all of us are enriched.

Many people also choose to include their charitable interests in their long-range financial plans. Making thoughtful charitable gifts in this way can often go hand-in-hand with preserving economic security for one’s self and loved ones, thanks to a number of special planning methods that are available.

The will is one of the most popular vehicles for making gifts through one’s estate. For each multimillion-dollar charitable bequest you may have read about, countless people of all means, in all walks of life, make bequests as well. Indeed, the economic stability of charitable causes of all types, including the Milwaukee County Historical Society, has been built over the years largely because of charitable bequests.

Tax legislation enacted in 2001 will gradually reduce the impact of federal gift and estate taxes over time. As a result, you may find you have additional funds to direct to uses that reflect your charitable and other planning priorities.

Leaving a legacy to future generations is a rewarding and noble act. However, a gift from your estate – whether through your will or other estate planning vehicles – can only be made if you plan. Very simple plans are often all that are required.

We will be pleased to discuss with you ways in which we can help you meet your charitable goals. Be sure to consult your attorney or advisor for the best advice in your situation.

For more information email the Historical Society’s Development Staff.