Planned Giving
Thank you for including the Swiss Center in your planned giving - see some of our planned giving options below, or contact Bekah Stauffacher (info@theswisscenter.org) to discuss your ideas.
The Swiss Center is a registered 501(c)3 charity, Federal Tax ID: 39-1982514
Planned Giving Options
ira Charitable rollovers
ira Charitable rollovers
ira Charitable rollovers
A tax-effective way to make a year-end gift to the Swiss Center is a charitable gift rollover from your Individual Retirement Account (IRA).
The IRA Charitable Rollover Act permits people age 70½ or older to make tax-free gifts of up to $100,000 directly from their IRAs to nonprofit organizations like the Swiss Center. Please talk with yo
A tax-effective way to make a year-end gift to the Swiss Center is a charitable gift rollover from your Individual Retirement Account (IRA).
The IRA Charitable Rollover Act permits people age 70½ or older to make tax-free gifts of up to $100,000 directly from their IRAs to nonprofit organizations like the Swiss Center. Please talk with your tax advisor to take full advantage of this opportunity.
Find a sample letter (PDF) to take to your IRA administrator here.
bequests
ira Charitable rollovers
ira Charitable rollovers
Bequests are an easy way to make a gift to the Swiss Center through a donor’s estate. Bequests allow donors to make commitments without using assets that they may want to use in other ways.
Find more information about making a bequest to the Swiss Center here (PDF).
Estate planning
ira Charitable rollovers
Estate planning
Include the Swiss Center in your will by using a codicil; a codicil that benefits the Swiss Center might be expressed as a dollar amount, a percentage of the estate or remainder, or a specific object.
Sample Language:
“I (NAME), A RESIDENT OF THE County of (county), State of (state), declare that this is a codicil to my last will and testam
Include the Swiss Center in your will by using a codicil; a codicil that benefits the Swiss Center might be expressed as a dollar amount, a percentage of the estate or remainder, or a specific object.
Sample Language:
“I (NAME), A RESIDENT OF THE County of (county), State of (state), declare that this is a codicil to my last will and testament, which is dated (date the original was signed).
“I bequeath to the Swiss Center of North America, 507 Durst Road, New Glarus WI 53574, the sum of $__________, to be used for such purposes as the Board of Directors may designate.”
life insurance
stocks and securities
Estate planning
To make a gift of life insurance, donors can transfer their policy so that the Swiss Center becomes the owner and beneficiary. Donors may then take an immediate income-tax deduction. By continuing to pay the premiums, donors may deduct each payment in subsequent tax years.
stocks and securities
stocks and securities
stocks and securities
To request information on transferring gifts of stocks and securities, please contact Bekah Stauffacher (info@theswisscenter.org or 608-527-6565). You can also find a complete Donor Letter of Security Transfer (PDF) to send to your broker here.