Planned Giving

Create a Legacy with a Planned Gift to the Agnesian HealthCare Foundation

Leaving a legacy through a planned gift allows you to reflect on what is important to you while helping make a difference in the lives of others. Planned giving can range from a single transfer of cash or securities to a more detailed approach through an estate plan. Meeting your own financial needs, taking care of family and supporting charitable causes you believe in, are all factors when planning for the future and leaving a lasting legacy. There are several gift options you can choose from. Visit our Planned Giving Resources page to learn more.

If you are considering a planned gift to the Agnesian HealthCare Foundation, we encourage you, or your attorney, to contact the Foundation Office at 920-926-5418 for assistance.

Legal Name: Agnesian HealthCare Foundation Inc. 
Address: 430 E. Division St., Fond du Lac, WI 54935
Tax Identification Number: 39-1684956
Tax Exempt Status: The Agnesian HealthCare Foundation is a nonprofit 501(c)(3) organization. Gifts to the Agnesian HealthCare Foundation are tax deductible to the fullest extent of the law as stated in IRS regulation.

Appreciated Assets

Please contact the Agnesian HealthCare Foundation office at 920-926-5418 if you are considering the donation of an appreciated asset.

Estate Gifts

Unrestricted General Bequest Language

I hereby leave (percentage of estate or dollar amount) to the Agnesian HealthCare Foundation Inc., Fond du Lac, WI to be used for the greatest needs of SSM Health St. Agnes as determined by SSM Health St. Agnes leadership.

Restricted General Bequest Language

I hereby leave (percentage of estate or dollar amount) to the Agnesian HealthCare Foundation Inc., Fond du Lac, WI to be used for the following restricted purpose:_____________________________

If you would like to provide a restricted gift to the Agnesian HealthCare Foundation, please have your attorney contact the Foundation to ensure donor intent is clearly and appropriately documented.

Declaration of Intent

A Declaration of Intent is a non-binding document used by donors to confirm that they have made a provision in their estate for the Agnesian HealthCare Foundation. By completing and signing a Declaration of Intent, you are assured that the Agnesian HealthCare Foundation has your specific directives regarding the use of your estate gift or bequest. The Foundation will recognize you as a member of the Legacy Society unless you choose to remain anonymous.