Planned GivingPlanning

Designating the SSM Health at Home Foundation of Wisconsin as a beneficiary in your will or trust is a great way to fulfill your charitable wishes even after you’re gone. Of all the gifts you could offer our organization, one of the most meaningful and one of the easiest to make is a bequest. A bequest is simply a gift you pass to a person or entity through your will. Charitable bequests are unique in that they enjoy deductions from federal and most state inheritance taxes. Your financial planner can provide you with assistance. Leveraging this benefit may result in a larger estate passing to your heirs, such as friends and family.

If you do decide to make a charitable bequest to our organization, you will need to choose the type of bequest that best suits your particular needs and wishes.

Specific bequest: While this may take the form of an exact dollar amount, it could be a specific asset from your estate such as stocks, bonds, life insurance or real estate.

Percentage bequest: A bequest may be expressed as a percentage of your estate. Expressed in this way, your wishes are guaranteed regardless of whether your estate grows larger or smaller over time.

Contingent bequest: Certain criteria must be met before a contingent bequest is satisfied. For example, you might designate that we receive all or some of your estate only in the event you outlive your primary beneficiaries. This language protects your estate from litigation or from distribution to unintended parties.

Restricted bequest: You may wish to restrict your bequest for a specific purpose or HHU program.

Please consult your financial advisor for more information on planned giving. If you have left Home Health United in your estate plans, please notify our Foundation Office at 608-276-7589.