Planned Giving

Tie your legacy with the community

Planned giving can be a way to tie your legacy with the impact and success of Common Wealth. Consider making a gift to Common Wealth Development, Inc. part of your estate plan.

  • Will: Bequests can be a fixed amount or a percentage or the remaining value of your estate after loved ones are cared for.
  • Life Insurance or Retirement Plan: Consider naming Common Wealth Development, Inc. a beneficiary on your life insurance policy or retirement plan.
  • Charitable Gift Annuity: Strengthen your own financial future while supporting our work by purchasing a gift annuity. An annuity is an investment that pays a constant rate of return. A portion of the interest income may be tax free and a portion of the principal gift can be deducted the year of establishing the annuity.

To learn more about planned giving, please contact

Sample Language for Bequest from your Will or Living Trust

A bequest, through your will or living trust, is one of the simplest forms of estate planning. If you are interested, here is sample bequest language you can take to your attorney:

I give, devise, and bequeath (insert amount of gift or percentage of estate, or residuary of estate) to Common Wealth Development, Inc. (EIN 39-1323500), or its successor organization, located in Madison, Wisconsin, to support its activities in Wisconsin.

Please be sure to contact your own attorney or financial advisor about your estate planning.


Recent Posts