LEGACY & PLANNED GIVING

Explore Your Planned Giving Options

WAYS TO GIVE

Wills or Trusts
Include specific language in your will or trust naming Friends of PBS Wisconsin as a  beneficiary by specifying a specific dollar amount, a percentage of your estate, or the residue of your estate.

To help you get started, we’ve partnered with our friends at FreeWill to provide an intuitive, online will-writing tool that is entirely free to you. This tool is available whether you choose to include a gift to Friends of PBS Wisconsin or not, and can be used to create a fully valid legal will or guide you through planning your will before finding a lawyer near you.  Start writing your will today!

Retirement Plan Assets
Name Friends of PBS Wisconsin as the beneficiary of your retirement funds (e.g. IRA, 401(k) or 403(b) plans) which may offer tax benefits to you and other recipients of your estate.

Life Insurance Policies
Make a gift of life insurance either by designating Friends of PBS Wisconsin as a beneficiary of all or a portion of its proceeds.

Charitable Remainder Trusts
Make a future gift to Friends of PBS Wisconsin while retaining income payments for yourself (and/or others) for life or a fixed number of years.

Charitable Lead Trusts
Make a current gift of income payments to Friends of PBS Wisconsin while retaining the right for the principal to be returned to you (and/or others) upon your death or after a fixed number of years.

Real Estate
You may deed part or all of your real property to PBS Wisconsin. Your gift will generally be based on the property’s fair market value, which must be established by an independent appraisal.

Information provided is general in nature. It is not intended to be, and should not be construed as, legal or tax advice. Friends of PBS Wisconsin does not provide legal or tax advice.

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
[email protected]

Clint Walz
Managing Director, Individual & Legacy Giving
608-263-2185
[email protected]