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Welcome to the Diocese of Madison
Planned Giving
Thank you for your interest in the Diocese of Madison. Our hope is to provide you and your family with helpful information. We have an increasing number of friends at the Diocese who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. We look forward to serving you.
Benefits for Family and the Diocese of Madison
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with the Diocese of Madison. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000. More on Easy IRA Gift >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Daun Maier
Associate Director |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. |
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Hazel decided it was time to clean up and paint her bedroom. What better time than autumn? So, with the fall colors in mind, she drove to her favorite paint store that happened to have a few colorful trees in its parking lot. 
