Full Disclaimer

The planned giving material presented on this website is not offered as legal or tax advice.

The Archdiocese of Milwaukee provides support for a full range of charitable gift planning options and services. The Archdiocese of Milwaukee, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their estate planning attorney, financial advisor, accountant or other appropriate professional before making any material decisions based on information we provide through this Web site, printed materials, or other sources.

The purpose of this website is to provide general gift, estate, and financial planning information.  Watch for tax law revisions.  State laws govern wills, trusts, and charitable gifts made in a contractual agreement.  Advice from legal counsel should be sought when considering these types of gifts.