Legacy Giving

Legacy Gifts or Planned Giving is a way to make a gift to your charity of choice through thoughtful estate planning. A planned gift as part of an overall estate plan takes your needs as well as the needs of your loved ones into consideration, while helping support a cause or a charity that is personally meaningful to you. With a planned gift to Big Brothers Big Sisters of Northeastern Wisconsin, you can combine your desire to leave a lasting, charitable legacy with your overall financial, tax, and estate planning goals.

Who We Are

Our mission is to provide children facing adversity with strong and enduring, professionally supported 1-to-1 relationships that change their lives for the better, forever.
Our vision is that all children achieve success in life.
To learn more about our national history visit www.bbbs.org

While it is best to speak with your personal financial advisor for information specific to your situation, following are a few types of planned gifts to consider:

How It Works

If you have money set aside for your family upon your death, and it’s sitting in a deposit account of some sort, you may be able to do more with that money.

Upon passing an underwriting review, you can purchase a Life Insurance policy. By purchasing a life insurance policy, your money can do more for you, your family and your charity. And, premiums used to fund an irrevocable charitable life Insurance policy may be tax deductible.

Sample Scenario**

The chart shows and example of how a single sum of $100,000 could be worth $200,000 in cumulative benefits for your family and charity.

If you’re considering making Big Brothers Big Sisters part of your will, trust, bequest, or endowment, please contact Joyce Anderson at joycea@bbbsnew.org or (920) 489-3535.