Legacy Gift
Include Rogers in your will
Your will plays an important role to provide for your loved ones. It can be part of your long-time planning for charitable gifts, too.
A gift made through a will or living trust is easy to arrange and flexible. There is no limit on amounts deductible from federal gift and estate taxes for charitable gifts made by will or trust. So, no tax will be due on assets given in this way.
When you update or make your will, your attorney or you can add a few sentences that will assure a gift to Rogers Memorial Hospital Foundation. You can designate the bequest to a specific cause within our purpose of serving patients will mental illness.
The bequest should read:
“I give ___________ (residue, percentage, or specific amount, real estate, stocks) to Rogers Behavioral Health Foundation, Inc., at 34700 Valley Road, Oconomowoc, WI 53066, for its purposes of supporting mental health treatment.”
Our tax ID number is 39-1363507
Charitable Gift Annuities
Through a contract, you agree to make a donation of cash, stocks or other assets to Rogers Foundation. In return, you (and someone else, if you choose) receive a fixed amount each year for the rest of your lifetime. The dollar amount you will receive is fixed and depends on your age. There may be specific benefits to this particular giving, including: tax deduction, capital gains tax savings, and reducing your taxable estate.
Please call for more details.
OTHER WAYS TO GIVE
ONE TIME GIFT
Help us make a difference in the lives of patients and their families. Make a donation
SUSTAINED GIVING
Monthly or quarterly donations give us a base of regular income that we can plan on, and it saves resources from time, banking fees and paper. Become a sustainable supporter
MEMORY/HONOR
Honor or remember someone by supporting a cause you believe in. Tribute gift
MATCHING GIFT
Double your gift with a matching gift by your employer. Learn more
YOUR ENDOWED FUND
Establish your own fund within our endowment and help generations to come. Learn more
GIFT OF SECURITIES
A gift of stock can provide much-needed support for our mission and provide you with financial benefits, as well. Learn more
LEGACY GIFT
Together we can create a better world for patients with mental health challenges. Legacy gifts are vital to making a difference. Legacy gift