Estate & Planned Giving

National Estate Planning Awareness Week

October 16-22, 2017

Now is a great time to consider your plans.  How do you want others to benefit from the assets you will transfer and the goals you hope they will achieve? Establishing an estate plan and reviewing it every few years is necessary to provide for your family's future. An estate plan with gifts to charitable organizations, like Meriter Foundation, may reduce tax liabilities, provide greater resources for your loved ones, and support causes that have been important to you throughout your life.

Because financial situations vary from person to person, there are a variety of options to explore:

Direct Gifts

  • Bequests
  • Life Insurance
  • Retirement Benefits
  • Appreciated Securities
Trust Options
  • Charitable Lead Trust
  • Charitable Remainder Trust

As you put your financial plans in order, you have an opportunity to create a legacy gift to Meriter Foundation. Meriter has been a leading member of the Madison community for 115 years, and has grown because of the generosity, hopes and dreams of many individuals.  Meriter's Legacy Society recognizes and thanks those who have made a bequest or planned gift to UnityPoint Health - Meriter Foundation.  If you have included Meriter in your will or estate plans, please let us know so we can thank you.

UnityPoint Health - Meriter Foundation is recognized as a charitable, tax-exempt 501(c)(3) organization by the Internal Revenue Service (IRS).   TIN# 23-7098688.

If you are considering a charitable gift as you plan your financial future, please contact Marilyn Rhodes, President, (608) 417-5305.