A Promise for the Future
The single greatest gift you can make to ensure our valuable work continues is through a planned gift to benefit the Wisconsin Academy's endowment within the Wisconsin Academy Foundation. Legacy gifts provide the financial cornerstone for building a future of possibilities and furthering our promise to enrich the scientific and cultural fabric of our state. As an independent, nonprofit membership organization, the Wisconsin Academy does not receive money from the state or the university. We rely upon private endowments, grants, and member donations to carry out our service to the public.
Your planned gift to the Academy not only leaves a lasting legacy, it also reflects your values. Join us! Leaving a legacy to the Wisconsin Academy is easy to do, gratifying, and will benefit future generations.
Full Circle Society
Full Circle Society members are dedicated to ensuring a rich and lively creative culture that enhances Wisconsin today, and tomorrow. Members of this important society benefit from recognition as a life member of the Wisconsin Academy as well as special acknowledgement for your forward-thinking generosity during your lifetime. The Full Circle Society ensures donors that their charitable dollars are used in the way they intended, ensuring you reach your financial goals. If you have made arrangements in your will, trust, or other deferred gift mechanism to make a gift to the Wisconsin Academy Foundation, you are already eligible to be a member of the Full Circle Society.
Legacy Giving Options
Legacy gifts can come in many shapes and certainly different sizes. We encourage you to make a gift that is meaningful to you and your family and helps you reach your financial goals.
- Cash: Cash may be accepted in any negotiable form.
- Securities: Publicly traded securities are accepted.
- Charitable Remainder Trusts: Designation as remainder beneficiary.
- Charitable Lead Trusts: Designation as income beneficiary.
- Retirement Plan Beneficiary Designations: Designation as a beneficiary of your retirement plans.
- Bequests: Designation as a full, partial or contingent beneficiary in your will, revocable trust, or retirement assets.
- Life Insurance Beneficiary: Designation as a beneficiary or contingent beneficiary of your life insurance policies.
Since each of us has different financial concerns and goals, we encourage you to think about the variety of options available to you. It is recommended that you consult with your attorney or financial planner regarding any bequest, trust provision, or retirement plan designation. The Wisconsin Academy is available to work with your professional advisors, but we do not provide legal or tax advice.
When you next update your legacy or estate plans, please consider including the Wisconsin Academy and the Wisconsin Academy Foundation in your will or estate. Whatever its size, your gift will strengthen the Academy's ability to examine the world and create a better Wisconsin.
If you would like to learn more about legacy giving, please contact Amanda E. Shilling, director of development, at 608.733.6633 x16. You are encouraged to contact us if you have already make the decision to include the Wisconsin Academy in your will or estate plans, so we can welcome you to our Full Circle Society.