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Planned Giving

Meet Our Donors

An Artist and Activist Invests in the Future

Patricia ObletzPatricia Obletz had the future in mind when she included Children’s Psychiatry and Behavioral Medicine in her estate planning. “Good mental health prepares us for life’s challenges,” Patricia said. “If your mind is okay, you can handle just about anything.” More
 

Personal Connection to Children’s Inspires Ann to Give

Ann FreudenthalAnn Freudenthal’s introduction to Children’s Hospital of Wisconsin began the same way as many others did: by visiting a loved one. In 2002, Ann’s nephew Hans was born at 27 weeks and weighed less than 3 pounds. More
 

A life touched by gratitude and a life spent giving back

Dorothy HealeWhen Dorothy Heale was a child, she was taught that sharing and giving are the same, and she watched as her family gave as much as they could – and then gave more. It was a lesson she never forgot. More
 

An investment in “futures” that can’t be beat

Brian WarneckeAt Children’s Hospital of Wisconsin, we often think of that saying when we think of our Guardian readers. You have a real vision for the world you want to help create for future generations of children. More

 

A Special Gift That Supports Incredible Care.

Ed and Anna JostOn Feb. 8, 2008, Ed and Anna Jost's niece, Kim, went into labor. Kim's third child, Brandon, was born with Down's Syndrome and admitted into the Neonatal Intensive Care Unit (NICU) at Children's Hospital of Wisconsin. Thanks to the expert care provided by our level IV NICU in Milwaukee and a multidisciplinary team of specialists, Kim and her husband, Greg, are now blessed to have a six-year-old boy who is growing stronger each day. More

Truly Wonderful.

Carol KlingHow does one describe a woman who spent her entire career teaching first graders, whose love of kids led her and her late husband, Franklin, to arrange for a gift to Children's Hospital of Wisconsin in their estate plans? How about Mrs. Wonderful? It's an endearing nickname that Carol Kling embodies. More

A Place to Call Home.

Steve ScheilFirst birthdays are an important milestone. For Steve Scheil, imagining a tiny, smiling, frosting-covered face, it was all the more special. At the age of one, Steve Scheil was adopted and found the warmth of a loving "forever" home. More

 

Donors Zerillo Family Donor Brother Donor Cohen Donor Czosnek Donor Gatzke Donor Hamacher Donor Lutz

Donor Neff Donor Polzin Donor Schultz Donor Veenhuis Donor Wellert Donor Brown

 

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A charitable bequest is one or two sentences in your will or living trust that leave to Children's Hospital of Wisconsin a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Children's Hospital of Wisconsin [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Children’s Hospital or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Children’s Hospital as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Children’s Hospital as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Children’s Hospital where you agree to make a gift to Children’s Hospital and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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