Planning for Your Future and Ours
Leave an honorable legacy that reflects your lifelong values and commitment to your profession by supporting The Guardian’s Fund, the first-ever legacy gift program of its kind to directly support funeral service.
Become an integral part of your Foundation’s future by including a charitable gift within your estate or financial plans. Planned giving may allow for tax benefit realization; lessen the burden of inheritance tax on your loved ones; and ensure what matters to you now will be handled as your wish.
Ways to give
Paid-up policies can be gifted completely to the Foundation.
You can gift your residence and/or vacation property to the Foundation but still retain the right to live there for life.
IRA, 401(k), annuity. You may be eligible to receive substantial tax benefits for naming the Foundation as the beneficiary of a qualified retirement plan.
Charitable Gift Annuity
This is a simple contract between you and the Foundation where you make a gift to the Foundation and receive guaranteed income for life.
Charitable Remainder Trust
You transfer assets to a trust, which makes payments to you of either a fixed amount (annuity trust) or percentage of the trust principal (unitrust).
How to give
Contact us to learn more about how you can submit a letter of intent.
In making a bequest to the Funeral Service Foundation, consider the following language:
“I give and bequeath Funeral Service Foundation, Federal Tax ID 391831612, located in Brookfield, Wisconsin the sum of ____________________ dollars ($___________) OR ________percent (_____%) of the rest, residue and remainder of my estate OR the following described property: ___________________.”
Please note the Funeral Service Foundation does not give tax advice. You are encouraged to seek qualified independent financial and legal counsel to determine the best gift vehicle to fit your financial needs and tax benefits.