No other planned gift is as simple as a bequest to implement during your lifetime. A charitable gift from your estate enables you to achieve your financial goals and help improve human health.
Remembering the Morgridge Institute in your will is a wonderful way to make a lasting gift. Large or small, your bequest will make an important contribution to our long term strength and our ability to carry on with our mission.
Your gift by will or bequest also provides complete flexibility—you can change the bequest at any time. If circumstances change in a way that makes you want to revise your gift to us, you can always do so.
A bequest may be right for you if:
- You would like to make a gift to the Morgridge Institute for Research Foundation.
- You want the flexibility to change your mind.
- You want continued access to your wealth, should you need it.
- You are concerned about outliving your resources.
Ways you can define a charitable gift in your estate plan
There are several ways that you can quantify your charitable gift to Morgridge. You may consider:
- A gift of a particular amount of money. For example, you give $25,000.
- A gift of a specific item or items. For example, you give 1,000 shares of ABC Corporation.
- A gift that will be made only if one or more conditions are met. For example, you give $25,000 provided we still offer a particular program or service and your spouse does not survive you.
- A gift that will be made from the remainder of your estate once all other bequests, debts, and taxes have been paid. For example, you give 25 percent of the remainder of your estate. Often called a “residuary bequest,” this approach assures that your family will be taken care of before your estate makes a distribution to us.
Including the Morgridge Institute in your estate plan
It is very important that your bequest is accurately and clearly described in your estate plan. This ensures we can can carry out your wishes as you intended.
Please let us know if you’ve included the Morgridge Institute in your estate plan by filling out this form.
You are also welcome to use the sample bequest language to assist your estate planning: Print our Bequest Basics and Sample Bequest Language.
In order to avoid any possible question that your bequest is to our organization, be sure to include our full legal name in your bequest.
All charitable gifts should be directed to the Morgridge Institute for Research Foundation, a Wisconsin non-profit corporation.
Federal Tax Identification Number
Morgridge Institute for Research Foundation
Office of Development
330 North Orchard Street
Madison, WI 53715
Please don’t hesitate to contact Bill Swisher for assistance and support.