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Gift Planning
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Welcome to your resource for charitable gift planning!
It's no secret that the programs of the 7-State Wisconsin Province of the Society of Jesus depend upon your goodwill. We've created this easy-to-understand Web site to help you dream a little, about our future and yours. There are many easy giving options from which you can choose—strategies that enhance your personal well being, as well as that of the Jesuits.
If you're not sure where to begin, try our Build Your Gift planner. By answering a few basic questions, this interactive tool steps you through the process of narrowing down your choices. It's fun and easy to use!
If you already have gift options in mind, click on Compare Gifts to see how your choices match up or click on eBrochures to request specific information on a planning option. If you get lost, rest assured that we're always here to help. Simply contact Jack Paquette at 414-937-6955 or 800-537-3736 or jpaquette@jesuitswisprov.org with any questions. Happy dreaming!
Check Out Our Monthly Feature Articles:
Spirit of Philanthropy: Their Spirit Lives On Through a Generous Bequest
Heidi Scott's parents taught her many lessons over the years, but perhaps the most valuable one came at their deaths, when she learned their generosity had no limits.
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Charitable Gift Annuities: Getting Started
Through this simple arrangement, you support our good work and receive fixed payments for life in return.
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How to Gain Financial Security and Ensure Our Mission
Consider a Charitable Remainder Trust
A charitable remainder trust can be a flexible addition to your charitable plans. Take a moment to read the answers to common questions about this type of trust.
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4 Decisions to Make Before Creating a Charitable Remainder Trust
If you think that a charitable remainder trust may be right for you, here are four decisions to consider before visiting with your attorney.
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Five Moves That Can Improve Your Estate Plan
You might think that once you have made a will, your estate plans are settled and all is in good order. Unfortunately, it's not always that simple. Here are five moves that can take your estate plan from good to great.
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3 Steps to Preparing Effective Inheritance Plans
To make the transition of your belongings easier on you and your family, a well-thought-out estate plan is essential. These basic steps can help you get started.
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