Gifts That Leave a Legacy
Will or Trusts
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
Daily living skills, Prevocational and Vocational Education, and Recreational Therapy.
See our calendar of events for WILC students, parents, friends, and supporters.
Contact the staff at Wisconsin Independent Learning College with any questions.
From donations to vocational partnerships, learn about the ways you can support WILC.