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    • Home
    • The Collection
      • Museum Collection
      • Tritt Library & Archives
      • Linda Schiesser Gallery
      • Requests and Fees
      • Dr. Donald G. Tritt
      • Nelly's Dolls
    • Support
      • Donate to the Collection
      • Donate
      • Planned Giving
      • Volunteer
    • Genealogy
      • North American Resources
      • Resources in Switzerland
      • Family Name Genealogies
      • Swiss Emigration History
    • Swiss Roots
      • U.S. Swiss Clubs
      • Canadian Swiss Clubs
      • Swiss Government Links
      • Family Stories
    • About Us and Visit
      • Board and Staff
      • Contact Us or Visit
      • News From Us
      • Buy Stereographic Book
  • Home
  • The Collection
    • Museum Collection
    • Tritt Library & Archives
    • Linda Schiesser Gallery
    • Requests and Fees
    • Dr. Donald G. Tritt
    • Nelly's Dolls
  • Support
    • Donate to the Collection
    • Donate
    • Planned Giving
    • Volunteer
  • Genealogy
    • North American Resources
    • Resources in Switzerland
    • Family Name Genealogies
    • Swiss Emigration History
  • Swiss Roots
    • U.S. Swiss Clubs
    • Canadian Swiss Clubs
    • Swiss Government Links
    • Family Stories
  • About Us and Visit
    • Board and Staff
    • Contact Us or Visit
    • News From Us
    • Buy Stereographic Book
Swiss Center of North America

Planned Giving

Planned Giving

Have you considered including the Swiss Center in your estate planning? 


A planned gift is a thoughtful way to celebrate your connection to Swiss-American and Swiss-Canadian history and culture while ensuring it is preserved for generations to come. Your legacy can help protect treasured traditions, stories, and artifacts—keeping them alive for those who come after us.


Let your values and heritage live on.


Contact Bekah Stauffacher at info@theswisscenter.org or 608.527.6565 to discuss your ideas.

The Swiss Center is a registered 501(c)3 charity, Federal Tax ID: 39-1982514

Planned Giving Options

QCD (Qualified Charitable Distribution)

QCD (Qualified Charitable Distribution)

QCD (Qualified Charitable Distribution)

 A tax-effective way to make a year-end gift to the Swiss Center is a qualified charitable gift distribution 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. Pleas

 A tax-effective way to make a year-end gift to the Swiss Center is a qualified charitable gift distribution 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.

donor advised funds

QCD (Qualified Charitable Distribution)

QCD (Qualified Charitable Distribution)

A donor-advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations important to you. 

When you contribute cash, securities, or other assets to a DAF, you are generally eligible to take an immediate tax deduction. Those funds can be invested for tax-free growth, and you can reco

A donor-advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations important to you. 

When you contribute cash, securities, or other assets to a DAF, you are generally eligible to take an immediate tax deduction. Those funds can be invested for tax-free growth, and you can recommend grants to any eligible IRS-qualified non-profit, including the Swiss Center.

bequests

QCD (Qualified Charitable Distribution)

Estate planning

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

QCD (Qualified Charitable Distribution)

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

IRA beneficiary designatignation

stocks and securities

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

IRA beneficiary designatignation

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.

IRA beneficiary designatignation

IRA beneficiary designatignation

IRA beneficiary designatignation

An IRA beneficiary designation is a legal instruction from an IRA owner to name individuals or entities, like the Swiss Center, to receive the account's assets after their passing.


To implement this, fill out a change-of-beneficiary form from your IRA provider and name the specific qualified charity or charities you wish to benefit.  

Swiss Center of North America

Swiss Center of North America 507 Durst Road New Glarus, WI 53574 USA

(608) 527-6565

Copyright © 2023 Swiss Center of North America - All Rights Reserved.

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