Giving

Estate Planning

Do you want to leave a legacy in your community for many generations to come? The Community Foundation makes it easy through an estate gift or a planned gift.

How to Get Started

A simple letter of intent documents your legacy plans. Options to achieve charitable objectives include:

  • Bequests
  • Life insurance
  • Retirement plans
  • Real estate
  • Charitable gift annuities
  • Charitable lead trusts
  • Charitable remainder annuity trusts

The Living Legacy Circle Letter of Intent is all you need to document your legacy plans. Information you provide is not legally binding and may be changed at any time at no cost.

A Lasting Impact

The Community Foundation created the Heinz Living Legacy Circle in memory of Arthur (Art) E. Heinz who passed away in 2011 and left his entire estate (nearly $4 million) to the Community Foundation to help meet its mission.
The Heinz Living Legacy Circle recognizes donors who have made arrangements through their estate planning (such as a bequest, a trust, a retirement plan, insurance policy or some other form of deferred gift) that will support their charitable giving dreams through the Community Foundation. Since estate gifts are often made after the donor’s death, the Heinz Living Legacy Circle allows the Community Foundation of Central Wisconsin to recognize those individuals now who are planning to make a difference in this community in the future. Learn more about Arthur E. Heinz

Heinz Living Legacy Circle Members

* Deceased and/or realized legacy gifts

Robert & Mary Berard
Joan Joerns*
Jack & Cheryl Brooks
Edith Kraus*
William B. Bruce III*
Irene E. Kubisiak*
Paul & Debbie Callahan
Mary Ann Laszewski
Jim Canales
Nancy Newell Moore
Nancy Croisant*
Margaret Myhra*
Tom & Kathy Davies
Terry & Karla Rothmann

Harriet Fulton*
Ruth Salzmann*
Helen Godfrey*
Bill Schierl & Sarena Melotte
James Godfrey
Craig & Cheri Smith
Geraldine Hartford*
Mary & Robert Taylor
Arthur E. Heinz*
Carl Wohlbier*
Jan & Kathy Hermann
Anonymous (7 Members)
John & Vicki Jenks