Planned Giving
Create a Legacy
When you give a planned gift for the future, you are leaving a legacy – a reflection of your values, priorities and commitment to support exceptional health care in your community. We encourage you to discuss with your tax and/or financial advisor what is best for you and your financial planning and tax situation.
Give to Monroe Clinic & Hospital Foundation
If you wish to name Monroe Clinic & Hospital Foundation in your will or estate plan, we should be named as:
Legal Name: Monroe Clinic & Hospital Foundation
Tax Identification Number: 20-5769038
Tax Exempt Status: a nonprofit corporation, organized and existing under the laws of Wisconsin, with a principal business address of 515 22nd Avenue, Monroe, Wisconsin 53566.
A gift through your estate plan to the Monroe Clinic & Hospital Foundation is a meaningful way to ensure SSM Health Monroe Hospital's healing mission. Please let us know when you include us as part of your legacy. We want to thank you during your lifetime and work with you to ensure that your gift accomplishes all that you wish.
If you would like to discuss a legacy gift call Foundation Executive Director Jane Sybers at 608-324-2868 or e-mail at jane.sybers@ssmhealth.com
If you wish to designate your contribution for use in a specific SSM Health Monroe Hospital program or location, please contact our office at 608-324-2868. We would be happy to work with you-or your advisor-to ensure your gift has the impact you desire.
If you do choose to designate your contribution, we also suggest the following language: My gift may be redirected by Monroe Clinic & Hospital Foundation to a SSM Health Monroe Hospital program where it is most needed if the designated program is no longer active.
A bequest to the Monroe Clinic & Hospital Foundation is a meaningful way to express what is important to you when your estate is distributed. You have the opportunity to provide to undesignated funds used to improve the overall level of care at the hospitals or to designated funds. Call your hospital Foundation for more information about your options.
You can name Monroe Clinic & Hospital Foundation as a beneficiary on your existing life insurance policy, financial accounts or retirement accounts. You may also wish to establish or purchase one for gifting to the hospital. Additional tax benefits may be available for this giving option. Please contact your local Foundation for the appropriate language and information needed to complete your beneficiary designations.
A trust can be created to benefit yourself, your family and the Foundation. A living trust offers revocability, thus allowing you to retain control.
Marketable securities, property, and retirement funds are all assets that can be gifted to the Foundation. You can designate the whole, or a percentage of the asset as a charitable gift.
Ways to Give
Please contact your local foundation office if you are interested in implementing one of the following charitable giving methods.
Bequest
A bequest to an SSM Health Foundation is a meaningful way to express what is important to you when your estate is distributed. You have the opportunity to provide to undesignated funds used to improve the overall level of care at the hospitals or to designated funds. Call your hospital Foundation for more information about your options.
Life Insurance & Other Beneficiary Designations
You can name your SSM Health Foundation as a beneficiary on your existing life insurance policy, financial accounts or retirement accounts. You may also wish to establish or purchase one for gifting to the hospital. Additional tax benefits may be available for this giving option. Please contact your local Foundation for the appropriate language and information needed to complete your beneficiary designations.
Trust
A trust can be created to benefit yourself, your family and the Foundation. A living trust offers revocability, thus allowing you to retain control.
Appreciated Assets
Marketable securities, property, and retirement funds are all assets that can be gifted to the Foundation. You can designate the whole, or a percentage of the asset as a charitable gift.
Estate Gifts
Incorporating charitable gifts into your financial and estate plans can have a tremendous benefit for both you and the Foundation, now and in the future.
Ways to Give
Leaving a legacy through a planned gift allows you to reflect on what is important to you while helping make a difference in the lives of others. Planned giving can range from a single transfer of cash or securities to a more detailed approach through an estate plan. Meeting your own financial needs, taking care of family and supporting charitable causes you believe in, are all factors when planning for the future and leaving a lasting legacy.
SSM Health at Home Foundation of Wisconsin
If you are considering a planned gift to SSM Health at Home Foundation of Wisconsin, we encourage you, or your attorney, to contact the Foundation Office at 608-276-7589 for assistance.
Legal Name: SSM Health at Home Foundation of Wisconsin, Inc., 2802 Walton Commons Ln. Madison, WI 53718
Tax Identification Number: 39-1539827
Tax Exempt Status: SSM Health at Home Foundation of Wisconsin is a nonprofit 501(c)(3) organization. Gifts to SSM Health at Home Foundation of Wisconsin are tax deductible to the fullest extent of the law as stated in IRS regulation.
Give to SSM Health St. Mary's Foundation - Madison
If you are considering a planned gift to SSM Health St. Mary’s Foundation - Madison, we encourage you, or your attorney, to contact the Foundation Office at 608-258-5600 for assistance.
Legal Name: St. Mary’s Foundation Inc., 700 S Park St, Madison, WI 53715
Tax Identification Number: 43-1940686
Tax Exempt Status: SSM Health St. Mary’s Foundation - Madison is a nonprofit 501(c)(3) organization. Gifts to SSM Health St. Mary’s Foundation - Madison are tax deductible to the fullest extent of the law as stated in IRS regulation.
Please contact the SSM Health St. Mary's Foundation - Madison office at 608-258-5600 if you are considering the donation of an appreciated asset.
Unrestricted General Bequest Language
I hereby leave (percentage of estate or dollar amount) to St. Mary's Foundation Inc., Madison, WI to be used for the greatest needs of SSM Health St. Mary's Hospital - Madison as determined by SSM Health St. Mary's Hospital leadership.
Restricted General Bequest Language
I hereby leave (percentage of estate or dollar amount) to St. Mary’s Foundation Inc., Madison, WI to be used for the following restricted purpose:_____________________________
If you would like to provide a restricted gift to SSM Health St. Mary's Foundation - Madison, please have your attorney contact SSM Health St. Mary's Foundation - Madison to ensure donor intent is clearly and appropriately documented.
Declaration of Intent
A Declaration of Intent is a non-binding document used by donors to confirm that they have made a provision in their estate for SSM Health St. Mary's Foundation - Madison. By completing and signing a Declaration of Intent, you are assured that SSM Health St. Mary's Foundation has your specific directives regarding the use of your estate gift or bequest. The Foundation will recognize you as a member of the Legacy Society unless you choose to remain anonymous.