A gift in your will or trust is a popular way to support our work and still use your assets during your lifetime. The following is an example of how to add Wisconsin Independent Learning College, Inc. as a primary or contingent beneficiary to your will or trust. As always, we encourage you to work with your attorney or financial advisor prior to use.
Sample gift language:I, [name] give [insert specific $ dollar amount or % percentage] to Wisconsin Independent Learning College, Inc., aka WILC, currently located at 1936 Macarthur Road, Waukesha, Wisconsin, 53188 in support of its mission by providing a spectrum of opportunities for teens and young adults with autism education training.
By naming Wisconsin Independent Learning College, Inc. as a beneficiary of the following investment instruments, you and your heirs can likely avoid inheritance taxes.
life insurance policies
individual retirement accounts (IRA) – such as 401(k) and 403(b)
annuities – provided the plan continues after death
checking, savings or other financial accounts
Contact your insurance company, retirement account holder, financial advisor or bank to request a beneficiary designation form. To complete the form, use our legal name and federal tax ID below and please share your completed forms with WILC via fax.
Charitable Remainder Trust (CRT)
A CRT provides you or your designated beneficiaries with a stream of income for your lifetime or theirs, or for a specific or term of years. After the trust terminates, the accumulated principal, or “remainder,” goes to Wisconsin Independent Learning College, Inc. The trust itself is tax-exempt, so appreciated assets such as stock, can be put in the trust and sold without incurring capital gains tax. A CRT can provide income for life or a term of years to the donor and any beneficiaries for life or a term of years. The payment can be fixed (annuity trust) or variable, based on year-end market value of trust (unitrust).
Gift and Contact Information
Legal Name: Wisconsin Independent Learning College, Inc. Physical Address: 1936 Macarthur Road, Waukesha, WI 53188 Mail: Post Office Box 851, Waukesha, Wi 53187-0851 Fed Tax ID#: 45-4309128 Office Fax: 262-436-2525 Office Phone: 262-332-7334 Email: firstname.lastname@example.org