You've heard it before: “You should have a will.” Maybe you’re procrastinating, or you don’t realize how important estate planning is to protecting your family’s future and advancing the good works of organizations you care about.
Consider these points:
Bequests commonly take one of the following forms:
If you have included Warhawk Catholic in your will or estate plan, please let us know so we can thank you for your generosity.
Sample Gift Language For Your Will Or Trust
For a bequest to benefit Warhawk Catholic:"I hereby give and bequeath to the Archdiocese of Milwaukee the sum of $xxxx, OR all OR a portion of my residuary estate equal to XX percent thereof subject to the following conditions: (1) that such sum be used by the Archdiocese solely and exclusively for UW-Whitewater Campus Ministry and (2) that such sum be placed in a segregated account and not commingled with other assets of the Archdiocese. It is my intent that this bequest be treated at all times as a restricted charitable gift for use only for the specific purpose stated above and for no other purpose."
The Archdiocese of Milwaukee is tax exempt under section 501(c)(3) of the Internal Revenue Code.
Legal Name: Archdiocese of Milwaukee
Legal Address: 3501 S. Lake Drive, Milwaukee, WI 53207-0912
Tax Identification Number: 39-0807221
Date of Incorporation: May 9, 1903
Contact: Claudia Broman (262) 473-5555 or firstname.lastname@example.org
The planned giving materials on our website are not presented as legal or tax advice. Warhawk Catholic provides support for a full range of charitable gift planning options and services. Warhawk Catholic, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their estate planning attorney, financial advisor, accountant or other appropriate professional before making any material decisions based on information we provide through this Web site, printed materials, or other sources. The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax law revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.