Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

Bequests
Bequests
Joe and Anna have been faithful supporters of our organization. They believe it is important to help further our mission.
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Using a Beneficiary Designation to Make a Gift to Charity
Using a Beneficiary Designation to Make a Gift to Charity
Joanne and her late husband Hal had been longtime supporters of our organization. Recently, Joanne's children encouraged...
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Fixed Income for Retirement
Fixed Income for Retirement
After working for decades as a pediatrician in a small town, Patricia is ready to retire.
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Capital Gains Tax Bypassed
Capital Gains Tax Bypassed
Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio.
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Peace of Mind Gift Annuity
Peace of Mind Gift Annuity
Many years ago, Clara bought a home. Since she was very pleased with her home, she bought stock in the company that built the home.
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Endowment Gift
Endowment Gift
Pat and Shelly were recently married. They both had been dedicated volunteers at their favorite charity for many years.
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Flexible Deferred Gift Annuity
Flexible Deferred Gift Annuity
Luis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially in value.
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Current Gifts
Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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Gift of a Bank Account When No Longer Needed (POD)
Gift of a Bank Account When No Longer Needed (POD)
Keith has been a faithful supporter of Milwaukee Public Museum Endowment Fund and makes regular gifts to support our work.
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Transferable on Death (TOD) Gifts
Transferable on Death (TOD) Gifts
Harold and Jeanne married after meeting at an event Milwaukee Public Museum Endowment Fund held for our donors. They wanted to leave a legacy gift...
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A Bequest to Further Good Work
A Bequest to Further Good Work
Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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Deferred Gift Annuity
Deferred Gift Annuity
Several years ago, Larry and Allison invested $30,000 in what they believed to be an attractive stock.
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What Will You Do with Your Unspent Retirement Savings?
What Will You Do with Your Unspent Retirement Savings?
Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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A Bequest to Save Taxes
A Bequest to Save Taxes
Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate.
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Leading for the Future
Leading for the Future
Luke and Cynthia spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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Give it Twice Trust
Give it Twice Trust
While visiting her favorite charity's website, June came across the idea of a give it twice trust. She contacted the charity for more information.
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Providing for Our Children's Future
Providing for Our Children's Future
Ron and Kathy worked for many years building their nest egg for retirement.
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Bequest of Insurance
Bequest of Insurance
Marla and Wayne purchased a life insurance policy many years ago to create security for their children's future.
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Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
We have all heard the saying "You can't have your cake and eat it too." This phrase describes a situation where we want two good things at the same time when that isn't possible.
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