Planned Giving

Create a Legacy with a Planned Gift to Monroe Clinic & Hospital 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 Monroe Clinic & Hospital Foundation, we encourage you, or your attorney, to contact the Foundation Office at 608-324-2868 for assistance.

Legal Name: Monroe Clinic & Hospital Foundation
Address: 515 22nd Avenue, Monroe, WI 53566
Tax Identification Number: 20-5769038
Tax Exempt Status: Monroe Clinic & Hospital Foundation is a nonprofit 501(c)(3) organization. Gifts to Monroe Clinic & Hospital Foundation are tax deductible to the fullest extent of the law as stated in IRS regulation.

Appreciated Assets

Please contact the Monroe Clinic & Hospital Foundation office at 608-324-2868 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 Monroe Clinic & Hospital Foundation to be used for the greatest needs of SSM Health Monroe Hospital as determined by SSM Health Monroe Hospital leadership.

Restricted General Bequest Language

I hereby leave (percentage of estate or dollar amount) to Monroe Clinic & Hospital Foundation to be used for the following restricted purpose:_____________________________

If you would like to provide a restricted gift to the Monroe Clinic & Hospital 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 Monroe Clinic & Hospital Foundation. By completing and signing a Declaration of Intent, you are assured that Monroe Clinic & Hospital 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.