Planned Giving

Estate planning is a powerful tool for taking care of your partner, family, friends, and LGBT community well into the future. Planning for the future is a profound and powerful expression of you, your values, and your life. Including a charitable bequest in your estate planning is a far-sighted and generous act.

Estate planning is also smart, especially for the LGBT community — we can’t count on traditional methods of taking care of loved ones. When done carefully, estate planning can significantly reduce the administrative costs and tax liability associated with distributing your property after your death. Thoughtful estate plans allow what you’ve accumulated over a lifetime to go where you want it to go, rather than defaulting to the government’s plan.

Since 1982, Cream City Foundation has helped generous individuals support the LGBT community in ways that reflect their personal values and commitments (and often realize favorable tax savings). Whether that means making an unrestricted gift to Cream City Foundation, establishing a permanently named fund, or dedicating part of your gift to a particular organization or issue, Cream City Foundation is committed to respecting your wishes and helping you create a meaningful legacy – both for you and our community.

Sample Language for Planned Gifts

Below are some examples of language you can use for different types of bequests. Be sure to consult an attorney when preparing legal documents. Cream City Foundation’s tax ID number is 39-1416063. View a copy of our IRS 501(c)(3) Letter.

Percentage of your estate
“I give ____% of my estate to Cream City Foundation, located in Milwaukee, Wisconsin, for its general charitable uses and purposes.”

Fixed amount of money