Planned Giving

Gifts of Appreciated Stock

A contribution of long-term appreciated securities entitles you to a charitable deduction equal to the fair market value of the securities. This option allows you to avoid paying capital gains taxes on these securities.

Charitable Remainder Trusts

The Wisconsin Veterans Museum Foundation offers several ways for you to make a gift while retaining income for yourself and/or another beneficiary through charitable remainder trusts. This kind of trust may enable you to:

  • Provide for yourself and another beneficiary
  • Save on estate and inheritance taxes
  • Generate an income tax deduction
  • Avoid capital gains taxes

Bequests: Put the Foundation in Your Will

A will is an effective way to help preserve Wisconsin's veterans heritage.

Gifts of Life Insurance

Life insurance offers an attractive method for making a substantial gift for charitable purposes.


For more information on Planned Giving, please contact Jennifer Carlson at (608)264-6086 or Jennifer.carlson@dva.state.wi.us


Memories