Legacy Planning
The Impact You Can Make
Carefully invested in our House, your planned legacy gift can help families year after year.
You could provide a family with a “home away from home” for months while their child receives life-saving surgery. Or, you could provide love and support to a family whose child is undergoing weeks of vital treatment or meeting with their doctors for days of essential follow-up care.
If you include a gift to Ronald McDonald House Charities of Marshfield in your estate, please let us know so we can thank you and discuss your intentions to ensure we can fulfill your wishes when the time comes. Please contact us or complete and submit the electronic letter of intent form.
letter of intent form
Our team is here to help you accomplish your legacy goals. We would love to talk with you about the impact you wish to have and how that can be accomplished. Please contact John Bauer, Interim Executive Director at 715-387-5899 for assistance.
Make a Lasting Difference
It’s easy.
Helping families can be as simple as adding a sentence to your existing will or adding Ronald McDonald House Charities of Marshfield on a beneficiary form.
You have flexibility.
Your gift can be a percentage so it remains in proportion to other desires you wish to fulfill. It can also come to our House only after your other needs are met.
You have options.
Your gift can be unrestricted, placed in our endowment, or you can choose to help fund a specific program.
Every gift will have a profound impact.
Whether your gift is $5,000 or $500,000, our families are grateful for every day they receive the support they need.
There are many ways to help.
Any of the following gifts provide important personal benefits while also delivering a future gift to families served by Ronald McDonald House Charities of Marshfield:
- A bequest, which is a gift included in your will or living trust, is a flexible, time-honored way to establish a lasting legacy.
- A gift of retirement assets, such as 401(k) plans or IRAs, may allow you to give more than you thought possible while reducing taxes that may otherwise consume these assets.
- A life income gift can be an important way to give you and/or a loved one income for life, provide unique tax benefits and benefit Ronald McDonald House Charities of Marshfield.
- A charitable gift annuity allows you to support our mission while receiving a steady income during your retirement years.
For Attorneys and Advisors
Legal Name
Bequests and other forms of planned/estate gifts should be designated to
Ronald McDonald House Charities of Marshfield, Inc.
Legal Address
803 W North Street
Marshfield, WI 54449
Intended Use of Gift
Please indicate whether the gift is intended for our House’s general purposes and uses, for a specific program, to be added to our endowment, or other use. Contact us in advance if there is a specific or restricted use for the gift to be sure we can fully honor the donor’s wishes.
Sample Bequest Language
“I give, devise, and bequeath the sum of $______ (or describe the percentage of the estate or specific asset/type of property you wish to give) to Ronald McDonald House Charities of Marshfield, Inc., whose legal address is 803 W North St, Marshfield WI 54449, for its unrestricted general use and purposes.”
Tax ID Number
Ronald McDonald House Charities of Marshfield’s Tax Identification Number is: 93-0833012
IRA ROLL-OVER
You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.
Benefits of an IRA charitable rollover
- Avoid taxes on transfers of up to $105,000 from your IRA to our organization
- May satisfy your required minimum distribution (RMD) for the year
- Reduce your taxable income, even if you do not itemize deductions
- Make a gift that is not subject to the deduction limits on charitable gifts
- Help further the work and mission of our organization
How an IRA charitable rollover gift works
- Contact your IRA plan administrator to make a gift from your IRA to us.
- Your IRA funds will be directly transferred to our organization to help continue our important work.
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
- Please contact us if you wish for your gift to be used for a specific purpose.
Gifts from your IRA
If you are 70½ or older, you can use your IRA to fulfill your charitable goals. You can use the “Make a Gift From My IRA” tool to contact your IRA custodian and make a qualified charitable distribution. We will acknowledge your generous gifts as a qualified charitable distribution, which may satisfy your RMD, if applicable.
Contact us
If you have any questions about an IRA charitable rollover gift, please contact us. We would be happy to assist you and answer any questions you might have.
