Planned giving

What’s planned giving?

Through planned giving, you designate a charitable gift as part of your financial or estate plan. It’s also called legacy giving.

Give through your will

A donation through your will is the most common type of planned gift. To list the ProHealth Care Foundation in your will, work with your estate planning attorney to include the following language and tax information: “I give and bequeath (percentage or dollar amount) to ProHealth Care Foundation, Inc. (Tax ID #39-1314542), 725 American Ave, Waukesha, WI 53186.”

Give special assets

Use part or all of your IRA, 401(k), 403(b), pension or life insurance policy to support the ProHealth Care Foundation. You simply need to add “ProHealth Care Foundation, Inc.” as a beneficiary of your plan.

Create annuities and trusts

Make a donation to the ProHealth Care Foundation’s charitable gift annuity and receive a secure income from the Foundation for the rest of your life. Plus, your donation of cash or securities is eligible for a variety of tax deductions. At the end of your life, the remainder of your annuity supports ProHealth programs and services.

Legacy society

If you establish a planned gift, let the Foundation know so we can thank and honor you as a member of our Legacy Society. Join us for special events and receive recognition on the donor recognition display.