July 2, 2015

Planned Giving

A bequest can be made through your will or trust and is the easiest way to make a planned gift. It can be in the form of a specific amount, percentage, or residue and can be made in honor or memory of a loved one. To leave a charitable gift in your will or revocable living trust, you simply include a clause that directs a gift be made to Family Service Madison, and these gifts will support the future mission of FSM.

If you already have a will, you can add a charitable bequest with a supplement, called a codicil, or if it’s time to update your will, you can include a gift to FSM then.

You can make a general bequest to help the most critical needs at the time the money is received, which is the most beneficial to FSM, or you can also make a bequest to provide a gift to a specific program or area. With an endowment fund, your gift is invested so that you can provide a permanent annual source of income for FSM into the future.

Here are some examples of how you may create a charitable bequest:

  • I give $_____ (or _____ % of my residuary estate) to Family Service Madison.
  • I give $_____  (or _____ % of my residuary estate) to Family Service Madison to support _____________.
  • I give $___ (or __% of my residuary estate) to (name the foundation of your choice) to establish an endowment fund for Family Service Madison to support ___________.

Naming FSM in Your Will

It is important to schedule a meeting with your attorney and add the correct legal language to your document when updating your will. If you wish to name FSM in your will or estate plan, we should be named as:

Family Service Madison, Inc., a nonprofit corporation, organized and existing under the laws of Wisconsin, with principal business address of 128 E. Olin Ave., Madison, WI 53713.

Our tax identification number is: 39-0806186

For more information on giving to FSM, please email info@fsmad.org.