Tie your legacy with the community

Planned giving can be a way to tie your legacy with the impact and success of Common Wealth. Consider making a gift to Common Wealth Development, Inc. part of your estate plan.

  • Will: Bequests can be a fixed amount or a percentage or the remaining value of your estate after loved ones are cared for.
  • Life Insurance or Retirement Plan: Consider naming Common Wealth Development, Inc. a beneficiary on your life insurance policy or retirement plan.
  • Charitable Gift Annuity: Strengthen your own financial future while supporting our work by purchasing a gift annuity. An annuity is an investment that pays a constant rate of return. A portion of the interest income may be tax free and a portion of the principal gift can be deducted the year of establishing the annuity.

To learn more about planned giving, please contact give@cwd.org.

Sample Language for Bequest from your Will or Living Trust

A bequest, through your will or living trust, is one of the simplest forms of estate planning. If you are interested, here is sample bequest language you can take to your attorney:

I give, devise, and bequeath (insert amount of gift or percentage of estate, or residuary of estate) to Common Wealth Development, Inc. (EIN 39-1323500), or its successor organization, located in Madison, Wisconsin, to support its activities in Wisconsin.

Please be sure to contact your own attorney or financial advisor about your estate planning.