Planned Giving

You can help ensure a bright and strong future for Foundations Health & Wholeness by remembering Foundations in your estate planning.

Create a Legacy

A legacy of care for our community’s mental health now connects the first Foundations donor – George Kress – with thousands of supporters who carry on the tradition of helping thousands of neighbors get access to life-changing mental health care. Taking care of the emotional needs of our community today and tomorrow requires addressing the issues of access and the scope of services for all life stages and wages. We know we must continue to support – and innovate – mental health care for children, adults, and families who will need us in new and different ways for decades to come. You can build on George’s legacy by removing barriers to care, broadening the reach of therapy and preventative support for more people in our community, and creating opportunities for innovative programming in the future. You can play a critical role in the health and wholeness of our community by making a life-changing legacy gift in George Kress’s spirit. By creating a legacy gift and joining George’s Legacy Society, you are part of the new revolution in mental health care for children and adults throughout our beloved community.
Download the Legacy Society Case Statement HERE.

Ways You Can Create A Legacy

You can show your personal values and set an example for others by remembering Foundations in your will, trust or other planned gift. No gift has a more lasting impact. A planned gift also offers you many potential advantages, including federal estate tax savings, the elimination or reduction of capital gains taxes and the opportunity to increase spendable income. Here are just some of the ways you can create a legacy:

Wills Retirement Assets
Trusts Beneficiary Designations

Download sample bequest language HERE.

Membership in George’s Legacy Society

To express our appreciation for this committed group of donors who have remembered Foundations Health & Wholeness in their planned gifts, we established George’s Legacy Society. Members of this special group share the common bond of philanthropy and vision of ensuring mental health care for future generations. We invite you to join with other committed philanthropists who share your passion.
Foundations honors every planned gift donor with membership in George’s Legacy Society. As a member, you will enjoy:

  • The satisfaction of making a gift that will ensure the future is a place where everyone has an opportunity to heal mind and spirit.
  • George’s Legacy Society members have the opportunity to engage with Foundations on a deeper level and are invited to all major donor events and communications.
  • The opportunity, if you agree, for your gift to be publicly recognized.
  • The option, if you prefer, to give anonymously.

Meet Some Members of George’s Legacy Society

Anonymous

 

Contact

For more information about how to create a legacy gift or to let us know that you already arranged for a bequest or other planned gift, contact Sarah Graper, Director of Development, at 920-437-8256 ext 113 or [email protected].

Foundations Health & Wholeness, Inc.
EIN 39-1047205
1061 W. Mason St, Green Bay, WI 54303

The information on this page is provided for informational purposes only and does not constitute legal or financial advice. Please consult your trusted attorney or financial advisor when making decisions about planned charitable giving.

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