LEGACY & PLANNED GIVING

The Impact of Your Giving

Planned gifts to PBS Wisconsin help expand our Endowment and ensure long-term sustainability.

Whether made during your lifetime or through your estate plan, planned gifts provide ongoing support, underpinning the foundation of PBS Wisconsin’s financial security and ensuring that public media will be enjoyed by future generations. Through viewer support and Board management, the Endowment has grown steadily over the years.

Endowment payments graph
How the Endowment works
The Endowment is invested strategically to preserve its principal value. Payout from the Endowment supports PBS Wisconsin’s programs and operations. As our Endowment grows, it provides an expanding source of stable funding to help us weather the ups and downs of the economy and keep PBS Wisconsin strong and creative.

How the Endowment is managed
The Friends Board of Directors has determined that our primary long-term Endowment management objective is to preserve purchasing power, while providing an available, stable, and constant stream of revenue to help meet PBS Wisconsin’s operational needs. The Board’s spending policy for the Endowment provides that withdrawals may not exceed 5% of the Endowment’s market value. Endowment investment performance is regularly reviewed by the Friends’ Finance Committee, which reflects our respect for our donors’ expectations that their gifts to public broadcasting will last far into the future.

How gifts to the Endowment are directed
Planned gifts made without restrictions are directed to the Board-Designated Endowment. This gives PBS Wisconsin flexibility in future years by allowing the Board to apply funds where the need is greatest.

With an Endowment gift of $100,000 or more, PBS Wisconsin will establish, at your request, a separate fund bearing the name(s) you designate. In this way, the remembrance of your generous gift and/or the memory of your loved one will live on. You may consider establishing an endowed fund during your lifetime and create a plan for it to grow through your estate later.

Helpful Resources

Inform us of your planned gift

This confidential form will ensure your gift intentions are fulfilled.

Suggested Bequest Language (PDF)

Download this template to add a charitable component to your plans.

Freewill

A free and secure online tool to write your legal will today.

Legal Name and Tax ID
Friends of PBS Wisconsin, Inc.
821 University Ave, Madison, WI 53706
Federal Tax ID: 23-7300462

Heritage Society

CONTACT US

We are available to answer your questions or to discuss your specific planned gift. Please let us know If you have included us in your plans. By informing us of your gift, you help us prepare for the future. You also give us the opportunity to thank you, ensure your giving instructions are clear, and invite you to join the Heritage Society.

Amy Granger

Aimee Granger
Director Legacy Giving
608-265-0723
aimee.granger@pbswisconsin.org

Clint Walz
Managing Director, Individual & Legacy Giving
608-263-2185
clint.walz@pbswisconsin.org