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Other Ways to Give

Wills and Planned Gifts

Including Planned Parenthood of Wisconsin, Inc. in your will or estate plans is one of the most meaningful ways to support family planning and reproductive rights. Planned gifts can be made through your estate or financial plans and can include bequests designated in a will or living trust, as well as life income gifts. By supporting the future of Planned Parenthood in this way, you are creating a legacy for the principles and values most important to you.

Gifts in Your Will

Your will affirms, honors, and protects what matters most to you. Through a specific bequest, you can name a particular dollar amount, or through a residuary bequest, you can give all or part of what is remaining after payment of debts, expenses, and specific bequests. If you would like to make such a gift to Planned Parenthood, your attorney may wish to include language similar to the following:

"I give, devise, and bequeath to Planned Parenthood of Wisconsin, Inc. or its successor, now or formerly at 302 North Jackson Street, Milwaukee, WI 53202, a gift of ($_____ or _____ percent of the rest, residue, and remainder of my estate), to be used for its general purposes."

Income for Life

There are other planned giving options that can provide you with payments for the rest of your life, with the remaining funds passing to Planned Parenthood. These gift options include charitable gift annuities, charitable remainder trusts, and pooled income fund donations. To learn more about how these options can benefit you, please contact us by email or phone at 414-289-3793.

Legacy Society

Planned Parenthood of Wisconsin, Inc. is pleased to recognize the men and women who are providing for the future of family planning and reproductive rights through their estate plans. After informing us of your plans, we will extend an invitation into our recognition society, whose members are listed in our annual report and invited to special events each year.

Other Ways to Give

You might also consider naming Planned Parenthood as a beneficiary in your retirement plan, insurance policy, or bank and investment accounts. Depending on the plan, Planned Parenthood can be named as a full, partial, or contingent beneficiary. You will need the following information:

Planned Parenthood of Wisconsin
302 North Jackson Street
Milwaukee, WI 53202
Employer Identification Number (EIN): 39-0863391

Workplace Giving

If you make charitable contributions at your workplace, please designate Planned Parenthood of Wisconsin (PPWI) for a gift. Planned Parenthood is organization #316 in the SECC campaign and other United Way/Combined Health Charities Campaigns. Be sure to check the acknowledgement box so we can thank you for your important and generous support.

Please contact us to find out more about these and other workplace campaigns and how you can support Planned Parenthood of Wisconsin, Inc.

Donate Stocks or Securities

Donating a highly appreciated asset may allow you to avoid a significant portion of your tax liability while still receiving a charitable deduction.

The gift of an appreciated asset is a powerful way to support Planned Parenthood's work. While this giving strategy has many obvious benefits, no doubt the most important is the satisfaction of knowing that your support helps advance reproductive and sexual health information. 

To ensure proper acknowledgement and receipt of your stock gift, please advise your broker to include your name as the donor on the notification paperwork to RW Baird.

Jennifer Haldemann or Stephan Hoch within RW Baird
DTC #  0547
PPWI Acct #  6743-2526
Tax ID/EIN#: 39-0863391

Benefits you receive from your gif of stock.

Your gift of securities will entitle you to a federal income tax charitable deduction when you itemize your tax returns. And in the case of appreciated securities, you may deduct the full fair market value of your gift once you have held onto the securities for at least one year. You may use your deduction up to 30% of your adjusted gross income and are permitted to carry any unused deduction forward for up to five additional years.

In addition, you will avoid paying capital gains tax on all stock that you chose to donate to Planned Parenthood of Wisconsin, Inc.

How can I make a gift of stock?

You can authorize your stock broker or your bank to complete the transfer process. Please instruct your broker or bank to contact us by email or phone at 414-271-8045

If you hold the physical securities, you can directly mail or hand deliver the certificate(s) without any endorsement or assignment to:

Planned Parenthood of Wisconsin, Inc.
Attn: Development
302 North Jackson Street
Milwaukee, WI 53202

I've already made my gift. Now what?

Please notify us of all stock gifts. This will help us shepherd your gift securely through the transfer process.

Notify us by email or phone at 414-289-3793.

Notify us by mail:

Planned Parenthood of Wisconsin
Attn: Development
302 North Jackson Street
Milwaukee, WI 53202

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