Create a Legacy
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.
If you are considering a planned gift to SSM Health St. Mary’s Foundation - Madison, we encourage you, or your attorney, to contact the Foundation Office at 608-258-5600 for assistance.
Legal Name: St. Mary’s Foundation Inc., 700 S Park St, Madison, WI 53715
Tax Identification Number: 43-1940686
Tax Exempt Status: SSM Health St. Mary’s Foundation - Madison is a nonprofit 501(c)(3) organization. Gifts to SSM Health St. Mary’s Foundation - Madison are tax deductible to the fullest extent of the law as stated in IRS regulation.
Please contact the SSM Health St. Mary's Foundation - Madison office at 608-258-5600 if you are considering the donation of an appreciated asset.
Unrestricted General Bequest Language
I hereby leave (percentage of estate or dollar amount) to St. Mary's Foundation Inc., Madison, WI to be used for the greatest needs of SSM Health St. Mary's Hospital - Madison as determined by SSM Health St. Mary's Hospital leadership.
Restricted General Bequest Language
I hereby leave (percentage of estate or dollar amount) to St. Mary’s Foundation Inc., Madison, WI to be used for the following restricted purpose:_____________________________
If you would like to provide a restricted gift to SSM Health St. Mary's Foundation - Madison, please have your attorney contact SSM Health St. Mary's Foundation - Madison 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 SSM Health St. Mary's Foundation - Madison. By completing and signing a Declaration of Intent, you are assured that SSM Health St. Mary's 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.