Workplace & Planned Giving
YWCA Southeast Wisconsin is a proud member agency of United Way of Greater Milwaukee & Waukesha County. Our agency number is 274647.
YWCA Southeast Wisconsin can effectively work with your professional advisor to assure that advance financial planning includes support for the YWCA SEW’s vital mission. Whether making a planned gift during lifetime or as part of executing an estate, advance consultation with the YWCA SEW is the best way to assure donor intent is fulfilled without confusion or delay.
Beneficiary designations of life insurance, bank accounts, 401(k) or other retirement vehicles, or any asset (e.g., pension) that permits a beneficiary designation can be dedicated to YWCA SEW’s mission. It is vitally important to discuss such designations thoroughly with your financial advisor prior to making them.
Wills and Trusts – It is easy to include the YWCA Southeast Wisconsin in your will by making a bequest to support its mission. Trusts, both charitable remainder trusts and charitable lead trusts, are often part of the will preparation process. Both kinds of trusts can make it possible to donate assets to YWCA SEW, while still enjoying some benefit from the asset. It is extremely important that a donor discuss these matters with personal financial and legal counsel, prior to executing any documents.