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Planned Giving

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Make plans today to give forever

Legacy Society members are committed to supporting their favorite charitable causes through a planned gift. Contributions can be made using a will provision or beneficiary designation of an IRA, qualified retirement plan or life insurance. Whether their future gift will be added to an existing endowment or used to establish a new fund, Legacy Society members will leave a lasting impression by making an investment that will impact future generations.

Click here to download a sample Legacy Society Letter of Understanding.
Click here to download sample language to include a planned gift in your will.
Click here for a fact sheet about the Legacy Society.

A Charitable Gift Annuity is a simple agreement between a donor and the Madison Community Foundation Board of Governors. It is a unique opportunity to make a tax-deductible gift while receiving a lifetime of annual income from that gift. The remainder of the Charitable Gift Annuity is used to create an endowment at Madison Community Foundation.

Click here for a fact sheet about Charitable Gift Annuities.

 

For more information about Planned Giving, contact Amy Overby, Vice President of Donor Relations, at (608) 232-1763 or aoverby@madisoncommunityfoundation.org.