Planned Giving and the Legacy Society

An eastern bluebird overlooks the Wisconsin landscape it calls home. Photo by Patrick Ready.

An eastern bluebird overlooks the Wisconsin landscape it calls home. Photo by Patrick Ready.

Your love for birds and nature can shape the future. Making a gift to Madison Audubon in your will or estate is easy to do, and honors a commitment to our natural world that will protect Wisconsin's amazing birds and share nature with generations to come.

 

Your generosity, remembered

With a gift in your will, you will be leaving a legacy that will never be forgotten. There are many ways to create a legacy gift. You can donate a stated amount of cash, real-estate (houses, land, businesses), appreciated assets (stock investments or paintings, for example), a portion of your retirement fund or life insurance policy, or the residual after your estate has been processed pursuant to your wishes. Whatever you choose, your gift will make a difference for many, many years to come. 

Talk to your financial advisor, or contact Matt Reetz, Madison Audubon's executive director, by phone (608-255-2473) or email (mreetz@madisonaudubon.org) to find the right way for you to help us plan for the future.

Jill's Prairie, part of Goose Pond Sanctuary; owned and operated by Madison Audubon thanks to your generosity!

Jill's Prairie, part of Goose Pond Sanctuary; owned and operated by Madison Audubon thanks to your generosity!

How to donate a gift to Madison Audubon Society in your will

You can designate what you want, in the way you want. Working with your financial advisor, he or she can help you stipulate in your will a gift of a specific amount of money from your estate, a percentage of your estate, or even the residual part of your estate.

It’s simple, just include language similar to the following in your will:

“I hereby give to Madison Audubon Society, a nonprofit located in Madison, Wisconsin, with a business address of 1400 East Washington Avenue, Suite 170, Madison, WI 53703, and with a tax identification number of 39-1393389, the sum of __________ dollars [or describe other gifts or assets] for its general purposes [or other purpose] to use at the discretion of Madison Audubon Society's Board of Directors.”

 

In addition to knowing that you are contributing to the mission of Madison Audubon Society in this meaningful way, you can also rest assured that:

  • You have flexibility over time. Should your circumstances change, you can change your will at any time.
  • You may be eligible for tax benefits. Depending on the size of your estate, and if it is subject to estate taxes, your gift could help lower your taxable estate. You won’t receive tax benefits during your lifetime. To do that, you would donate a gift of cash, stock, or life estate.
  • Anyone can give a legacy gift—no matter your age or income.
  • You’re the boss. You can give whatever you like.
  • You don’t have to tell us about it. But if you choose to (or have already chosen) to make an estate gift, we would be honored to welcome you as a member of the Madison Audubon Legacy Society

 

Wild turkey chicks, just hours old in the nest. Photo by Carolyn Byers.

Wild turkey chicks, just hours old in the nest. Photo by Carolyn Byers.

THE LEGACY SOCIETY

The Legacy Society is a circle of people who have made planned giving commitments to Madison Audubon. Keep in mind that joining is not binding in any way, just a statement of intent and a way for us to thank you and celebrate your philanthropy. And it also encourages other people to make this important commitment to protect our natural resources forever. Should you decide to join, we would recognize you in our newsletters and website (if you so choose) and invite you to special Madison Audubon events. 

 

Questions? Feel free to contact Matt Reetz, Madison Audubon's executive director, by phone (608-255-2473) or email (mreetz@madisonaudubon.org) to find the right way for you to help us plan for the future.


Banner photo: Eastern white-fringed orchid at Faville Grove Sanctuary, by Brenna Marsicek