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Legacy Gifts to the Wisconsin Alzheimer's Institute

Legacy Gifts

Many individuals choose to make gifts, such as cash or shares of stock, to support the immediate needs of the Wisconsin Alzheimer’s Institute (WAI). Alternatively, others consider long-term charitable gifts by including the WAI as a bequest in their will or through another deferred gift designation. These important gifts, which honor a donor’s legacy for future generations, help the WAI advance the development of better treatments and prevention, provide state-of-the-art education and deliver compassionate supportive services to those living with Alzheimer’s and their families for years to come.

 

Making a Legacy Gift*
Ways to make a Legacy gift include naming the "University of Wisconsin Foundation-Wisconsin Alzheimer’s Institute" in your will, establishing a charitable trust, gift annuity or pooled income fund and making a gift of insurance or any other similar deferred gift.

  • Gifts by Will (e.g., Bequests) (more info)
  • Life Income Gifts (e.g., Charitable Gift Annuities, Charitable Trusts, Pooled Income Fund) (more info)
  • Other Types of Planned Gifts (e.g., Gifts of Assets, Charitable Lead Trusts, Gifts of Retirement-Plan Benefits) (more info)

Through careful charitable planning with your attorney, financial advisor or the Institute’s official fund raising and gift planning partner at the University of Wisconsin Foundation, you can explore the options that best fulfill your long-term wishes and financial goals. Gift planning consultation services provided through the University of Wisconsin Foundation are confidential, complimentary and are offered with no obligation.

 

Suggested Language and Tax Identification Number
Each individual situation is unique, so we encourage you to share your final will provision with us to ensure that your wishes will be properly followed and recognized. Since bequests are the most common type of Legacy gift, following is suggested language which may be incorporated into your will:

I hereby give, devise and bequeath to the University of Wisconsin Foundation, a nonprofit, non-stock Wisconsin corporation with its principal office in Madison, Wisconsin, _____ percent (%) of the rest, residue and remainder of my estate (or alternately the sum of $ _____ ) for the Wisconsin Alzheimer’s Institute at the University of Wisconsin School of Medicine and Public Health.

 

University of Wisconsin Foundation Tax Identification Number: 39-0743975.

WAI Legacy Society (Donor Recognition)

When you inform the WAI of your plans to make a Legacy gift, which you can do by completing the WAI Legacy Society Statement of Deferred Gift Provision form (WAI Legacy Society Statement of Deferred Gift Provision form),you become a member of the WAI Donor Society as a Legacy member. Being recognized as a member of the Society allows us to thank you for giving the gift of hope to so many families and inspires others to help build a promising tomorrow – one without Alzheimer’s – for future generations. By virtue of your Legacy gift to the WAI, you will also automatically become a member of the University of Wisconsin Foundation’s Wisconsin Legacy Society.

 

Anonymous Giving
Making us aware of your plans that benefit the WAI allows us to have meaningful dialogue with you, or your advisor, should you wish to designate your gift to a specific program area. Of course, we respect those who wish to remain anonymous but encourage you to let us know of your plans on a confidential basis.

 

THANK YOU!

Thank you for considering a Legacy gift to build a promising tomorrow – one without Alzheimer’s – for future generations. Gifts like yours are deeply appreciated and are helping us build a future to remember.

 

Please call or email with questions. We would love to hear from you!

 

Kristine Thompson, Director of Development

Wisconsin Alzheimer's Institute | UW School of Medicine and Public Health
University of Wisconsin Foundation
7818 Big Sky Drive, Suite 215
Madison, WI 53719
Phone: 608-206-5984 | supportwai@mailplus.wisc.edu


 

 

*Donations to the Wisconsin Alzheimer’s Institute are managed by the University of Wisconsin Foundation, the official fundraising and gift-receiving organization for the University of Wisconsin-Madison, including the Wisconsin Alzheimer’s Institute. The University of Wisconsin Foundation is a publicly supported charitable organization under sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(iv) of the IRS Code. A gift is fully tax deductible unless the donor receives goods and/or services in exchange for her or his contribution or as long as the value of any goods or services received qualify as 'low cost articles' under section 513(h)(2).