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Milwaukee Achiever | Adult Literacy Services Milwaukee Achiever | Adult Literacy Services

Planned Giving

 

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Discover the Benefits of Giving Wisely

Make plans today to give the Gift of Literacy in the future.

You have the power to make a lasting impact on Milwaukee Achiever Literacy Services through a planned gift. Leaving a gift to Milwaukee Achiever in your will or trust, by beneficiary designation, or another form of planned gift can make a lasting difference to our literacy efforts.

By will or trust:

If you wish to name Milwaukee Achiever in your will or estate plan, we should be named as: Milwaukee Achiever Literacy Services, Inc. using the following language:

I (name) bequeath __________ (dollar amount or % of estate) to Milwaukee Achiever Literacy Services, Inc., a not-for-profit organization, with its principal office located at 1545 South Layton Boulevard, Room 40, Milwaukee, WI 53215, for its unrestricted use and purpose.”

Tax Identification Number: 93-0828271.

If you have already named us in your estate plan, please let us know by emailing the Development Coordinator: This email address is being protected from spambots. You need JavaScript enabled to view it..

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Other Ways to Give Through Your Estate Plan

The following assets can be used to make a gift and provide the flexibility to be modifies if your circumstances change:


By Life Insurance:

Name Milwaukee Achiever Literacy Services, Inc. as Beneficiary

By retirement plan, such as an IRA, 401(k), or 403(b):

Donating retirement plan assets is easy. And if you need to change or revoke your gift at any point during your lifetime, you can. Simply take these steps:

  1. Contact your retirement plan administrator for a simple change-of-beneficiary form.
  2. Decide what percentage (1–100) you would like us to receive.
  3. Name Milwaukee Achiever Literacy Services and the gift percentage on the form.
  4. Return the form to your plan administrator.
  5. Contact us to let us know of your plans.


By Financial accounts such as a bank or brokerage account or a certificate of deposit (CD)

Name Milwaukee Achiever Literacy Services, Inc. as Beneficiary

The information on this website is not intended as legal or tax advice. Please consult your professional financial advisor or attorney before making a gift.