The Heritage Society

Launched fall 2003, the Heritage Society of the Wisconsin Law Foundation was established to honor those who remember the Foundation in their will or estate plan. The Foundation strives to honor as many of these generous, future-minded donors as possible during their lifetime.​

The Foundation often receives gifts like this af​ter a donor’s death. If you have already included the Foundation in your estate planning, please contact us (or use our convenient online form, or print our form and mail it to us to notify us) so that we can express our gratitude and invite you to officially join the Heritage Society.

How to Join the Heritage Society

By joining the Heritage Society, you can enjoy special recognition and serve as a role model for others who are considering planned gifts that will permanently benefit the Foundation. (Of course, if you would rather remain anonymous, your wishes will be honored.)

When indicating support for the Foundation in an estate planning document, donors should use the organization’s full name — i.e., “Wisconsin Law Foundation” — to ensure their gift is properly distributed and recognized. A variety of giving vehicles can be used to qualify a donor for membership in the Heritage Society, including: wills, trust arrangements, insurance policies and others. Donors can indicate in their estate planning documents whether they want to make an unrestricted gift to the Foundation, restrict their gift to a particular designated fund, or indicate that their gift should be used in perpetuity to benefit the Foundation.

As a 501(c)3 organization, the Wisconsin Law Foundation could significantly benefit your tax situation if included in your will or estate plan. If you need additional information on remembering the Wisconsin Law Foundation in your will or estate plan, or would like to join the Heritage Society, please contact us. We appreciate your generosity and welcome the opportunity to personally thank you.

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State Bar of Wisconsin

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