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Legacy Society 2018-07-30T15:11:13+00:00

Legacy Society

The Legacy Society recognizes donors who plan to form, or add to, a permanent fund through executed planned giving vehicles such as a will or life insurance policy. In planning for the future, donors can be assured their legacy will be reflected according to their wishes. Naming the Community Foundation as the beneficiary can also provide substantial estate tax savings. If you have included the Community Foundation in your estate plans and would like to be included in our Legacy Society, please contact our office. Including a charitable bequest in your will is a simple way to make a lasting gift to your community. When you make this gift through your Community Foundation, we establish a special fund that benefits the community forever and becomes your personal legacy of giving.


“What does living in this community mean to you? It means a lot to me. This is where I got my first job out of law school, where I met my wife, Ann, got married, and raised our four children. This is where Ann and I have been able to engage in challenging and interesting work, make life-long friendships, enjoy biking, skiing, hunting and golfing, and become enriched by the visual and performing arts.

This community we call home didn’t just happen. People who came before us realized the importance of giving back, of reinvesting in our community to help it prosper, give its people opportunity, and preserve our area’s beauty. Participating in the Legacy Society is one way we can give back and ensure that this community provides enjoyment and enrichment for generations to come.”

Mark J. Bradley
Shareholder
Ruder Ware Law Firm

You include the Community Foundation in your will as a bequest; we can help you or your attorney with recommended language.
You determine the type of fund you would like to establish with your gift.

Upon your death, we set up a special fund in your name, in the name of your family, or in honor of any person or organization you choose.

Your charitable gift is excluded from your assets for estate tax purposes.

Our professional program staff considers your charitable wishes and determines the areas of community need that would be most impacted by grants from your gift.

Our board issues grants in the name of the fund you establish (if you prefer, grants can be made anonymously).

We handle all the administrative details.

Your gift can be placed into an endowment that is invested over time. Earnings from your fund are used to make grants addressing community needs. Your gift – and all future earnings from your gift – is a permanent source of community capital, helping to do good work forever.

Sample Bequest Language

“I give to the Community Foundation of North Central Wisconsin, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the ________ Fund and shall be invested and distributed at the sole discretion of the Community Foundation of North Central Wisconsin’s Board of Directors.” (If you wish to name additional beneficiaries, please state them here.)
“I give to the Community Foundation of North Central Wisconsin, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the ________ Fund. I would like (insert names) to recommend grant recipients from the Fund. I understand the Community Foundation of North Central Wisconsin’s Board of Directors holds legal responsibility for the Fund and is solely responsible for the investment of and distributions from the Fund.” (If you wish to name additional beneficiaries, please state them here.)
“I give to the Community Foundation of North Central Wisconsin, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the _________ Fund. This fund is designed to support the (insert name of agency or organization). I understand the Community Foundation of North Central Wisconsin’s Board of Directors holds legal responsibility for the Fund and is solely responsible for the investment of and distributions from the Fund. (If you wish to name additional beneficiaries, please state them here.)
“I give to the Community Foundation of North Central Wisconsin, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the _________ Fund, which is designed to benefit (insert field of interest, such as the arts, youth or a specific town or city). I understand the Community Foundation of North Central Wisconsin’s Board of Directors holds legal responsibility for the Fund and is solely responsible for the investment of and distributions from the Fund. (If you wish to name additional beneficiaries, please state them here.)
“I give to the Community Foundation of North Central Wisconsin, a Wisconsin nonprofit public charity, (insert the percentage of your estate, trust or a sum of money) OR (all my right, title and interest in the following described property _________). This gift shall be used to establish the _________ Fund, which is designed to benefit (insert what you want the scholarship to support: students in need, students at a specific college/university, or students in a specific major). I understand the Community Foundation of North Central Wisconsin’s Board of Directors holds legal responsibility for the Fund and is solely responsible for the investment of and distributions from the Fund.

This language is provided as a sample only. It should be reviewed by your professional advisor.

The following list of visionary individuals have demonstrated their leadership by notifying us of their plans to leave a lasting gift to their community through their estate plans

Legacy Society

The following list of visionary individuals have demonstrated their leadership by notifying us of their plans to leave a lasting gift to their community through their estate plans.

Mary Bethke

Mark & Ann Bradley

Patrick & Karrye Bradley

Kerry & Cheryl Brimmer

James Collison & Annaluna Karkar

Arzelee Drown

Robert & Joann Elbe

D.J. & Mary Clare Freeman

Don & Karen Grade

Mark & Debra Hadley

David & Gwen Hegy

Donald & Sally Hostvedt

Randall Jefferson & Anne Sivright Jefferson

Keith Kocourek

Robert Kumbera

Bill & Kathy LaBrake

Thomas & Barbara Lattimer

David R. & Darlene A. Lee

Carol Luedtke Grund

Sondra & George Juetten

Tom & Jan Mack

David & Carol Marquardt

Dennis & Bonnie Mealy

Daniel & Linda Meschefske

Larry & Ann Meyer

John & Susanne Michler Trust

Michael & Mary Moen

Todd & Kerri Olson

Duane & Joy Patterson

Frederick & Linda Prehn

Robert & Gerri Quirt

Anthony J. & Geraldine M. Rein

Glorian Reinke

Tom & Phyllis Riiser

Grace B. Schneider Family

Ron Schubert

Ronald & Mary Ann Schubert Fund

Marvin & Ruth (Rudie) Schuette

Eileen Goggins Schultz

Duane & Patricia Smith

Ivan & Anna Stanko

Chet Suski

Bill & Jean Tehan

Michael & Elizabeth Tillisch

Rose Marie Towle

Gary L. Treu

Patrick & Jeanne Wallschlaeger

G. Lane & Linda Ware

Brian & Patricia Wellmon Trust

Jane Wiley

Legacy Hall of Fame

The following individuals have left a bequest to the Community Foundation.

Katherine H. Anderson

Frank Bachhuber

Carol R. Becker

Folke & Jean Becker

Raymond A. & Amella P. Beilke

Norman Bradfish

Elizabeth Bradley

Leon & Alma Burger

Dexter & Ruth Cihla

Jerome R. Czerwinski

Mark H. Dreyer

Edward & Lois Drott

Betty Thom Foster

George L. Geisler

David Jahnke

EO & Laverne Johnson

Bart & Patricia Kellnhauser

Emma C. Larson

Paul W. Luebke

James & Susan Lundberg

Caroline S. Mark

Ewald Pagel

Orville & Geraldine Peterson

Edward Rahne

Jerome A. Scheibl

Clarion G. & Irene B. Sternberg

Lawrence & Jane Sternberg

Jerome Thiessen

John & Doris Ullrich

G. Lane Ware

Speak with your professional advisor or contact our office (715.845.9555) to learn how you can include a legacy gift to your community in your estate plans. We would be honored to add your name to our Legacy Society.