Planned Giving
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Planned Giving

Charitable Remainder Trusts, Gift by Bequest, Gift of Life Insurance, Parish Endowment Funds, Retirement Plans

A Powerful Way to Leave a Legacy

A Powerful Way to Leave a LegacyDid you know there are creative ways to support the Catholic Church within the Archdiocese of Milwaukee ?  Ways in which the Archdiocese, your parish, your Catholic school, you and your loved ones all benefit at the same time?

Giving through your estate plan or retirement plan is a way to support the Church with a significant gift that you might not be able to make with your income alone.  Your gift becomes a legacy of support that builds our long-term financial strength.   You can help transform lives by bringing faith, hope and love to God’s people for generations to come. 

Financial advisors call these creative techniques “planned gifts,” because with thoughtful planning, you create win-win solutions for you and the Archdiocese.  For example:

Name Us in Your Will

By giving to the Church upon your death in your will, you can make a gift that costs you nothing during your lifetime.

Retirement Plan Gifts

You can donate taxable retirement assets to us. The Church is a tax-exempt organization that will not have to pay income tax on distributions, whereas your heirs would have to pay income tax on these assets.

Gifts That Pay You Income

Other estate planning techniques are available that allow you to preserve your estate for your children and , at the same time, deliver years of income to the Church.

If you have included the Archdiocese, your parish, or your parish school in your estate plan, please let us know.
We would like to say thank you!

The material presented on the Planned Giving website is not offered as legal or tax advice.
Read the full disclaimer.

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Bob Pfundstein​
Director of Planned Giving

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The Archdiocese of Milwaukee

3501 South Lake Drive
St. Francis, WI 53235

Phone:  (414) 769-3300
Toll-Free: (800) 769-9373
Fax:  (414)  769-3408