Retirement Plan Gifts
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Types of Bequests
and Sample
Bequest Wording


Charitable Remainder
Trusts


Retirement Plan Gifts

Gifts of Life Insurance

Gifts of Appreciated
Securities


Endowments Opportunities

The Lamont & Germaine
McLoughlin Endowment Fund


Memorial & Tribute Gifts

Visions - Planned Giving
Information


Visions - Newsletter
PDF format




Contact the Planned Giving Office at:

MPTV Friends
700 West State Street
Foundation Hall, 5th Floor
Milwaukee, WI 53233


Phone: (414) 297-8026
FAX:     (414) 297-8007

Marina Tanzer
Director of Major & Planned Giving
Email

Retirement Plan Gifts
Retirement Plan assets may be an advantageous gift since the combined effect of income and estate taxes that can result from leaving these assets to your family may be 75% or more. We suggest that you talk with your advisors about whether this type of gift will work for you, however here are two suggestions:

  • You can make the MPTV Friends, Inc. the beneficiary, or partial beneficiary, of your retirement plan. The procedure is relatively simple. First, obtain a beneficiary change form from the administrator of your plan. On that form indicate the amount or percentage you wish to donate to the MPTV Friends. You can change your beneficiary again in the future, should your needs or wishes change.
  • If you include a charitable bequest in your estate plans you may want to talk with your attorney about the advantages of using your retirement plan assets to fund an estate gift to the MPTV Friends, Inc.. Please see bequests for more information.


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