Planned Giving | Franklin, WI - Wheaton Franciscan Healthcare

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Planned Giving Program

The Wheaton Franciscan Healthcare - Foundation for St. Francis and Franklin encourages donors to remember us with estate or other planned gifts arranged during their lifetime.

A planned or deferred gift is a type of charitable gift that requires some planning, usually with the assistance of a financial advisor and development officer. A donor may fund his or her gift with cash or other assets.

A Tradition of Healing

From its beginning, the Foundation has been blessed with the generosity of countless friends who have remembered the hospitals through their estate plans. The return on that investment is evident on the faces of patients whose lives have been saved or changed by those gifts.

A gift from one’s estate can accomplish many things. For example, it helps to provide a sound financial base, enabling us to provide exemplary health care throughout our community. It also enables us to stay abreast of promising medical technologies.

Benefits of Planned Gifts

  • Build a philanthropic legacy.
  • Have a meaningful impact on St. Joseph beyond your lifetime.
  • Maximize your charitable contribution.
  • Serve as an example for your family and community.
  • Allow for tax advantages for both you and your heirs.
  • Turn appreciated assets into income for yourself and/or other family members.

Estate & Gift Planning Options

There are almost as many variations on ways to give as there are needs to be met. Below are the most common ways to fund a gift.

  • Wills/Bequests - The most common planned gift, you can bequest a dollar amount, a percentage of an estate or specific asset in a will. After you make specific provisions for family and loved ones, you may specify a gift for all or part of that which remains.
  • Charitable Remainder Trusts - With a charitable remainder trust, you receive income for life or a specified period with a significant tax advantage. There is no capital gain on the sale of appreciated property contributed to the trust. You receive an income tax deduction in the year of the gift.
  • Insurance Gifts - Life insurance is also a powerful tool you can use to champion our work far into the future. You can donate a paid-up cash value life insurance policy and take an income tax deduction for the cumulative amount of premiums paid. You may also obtain certain tax benefits by taking out a new policy or giving an existing policy on which payments are still being made.
  • Charitable Lead Trusts - Enables you to make a gift that immediately benefits Franklin. At the end of the trust assets are returned to you or your designee. This allows assets to be passed along with little or no transfer taxes.
  • Real Estate - Your property opens the door to a unique giving opportunity. From townhomes to farmland, many types of real estate assets can be donated to qualified charitable organizations like ours. You'll be helping a good cause, enjoying tax benefits and potentially setting up a lifetime stream of income.
  • Deferred Income Plans - You may leave IRAs, 401(k) plans, qualified pension plans and employee stock options to the Foundation. Deferred income plans allow you to use the assets during your lifetime, while enabling a large future bequest gift to the Foundation.
  • Savings Bonds - There's more than one way to turn your savings bonds into a generous donation while reducing the tax liability generated by these secure investments.

Planning Your Legacy

Your decision to make a planned gift is a personal statement about what you care about and who you are. Your planned gift to Franklin can improve the lives of countless individuals, help you achieve your financial goals and allow you to leave a lasting legacy of generosity.

Gifts to Wheaton Franciscan Healthcare - Franklin are tax-deductible as provided by law.

Planned gifts can be directed to:

Shelli Marquardt, Executive Director 
Phone: 414-447-2009 
Fax: 414-447-2107 

Ways to Give

Give to Franklin



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