Planned giving: Leave a lifesaving legacy that aims to empower women and end racism.

When you leave a gift to YWCA Madison through your will or trust, you become part of our Legacy family, ensuring that our mission continues not only today, but far into the future.

Planned Giving

The Legacy Society is open to any individual or couple who includes gifts to the YWCA Madison, Inc. in their estate plans. Membership in the Legacy Society may be obtained by making a planned gift in any of the following ways:

  • A bequest in your will, directing a percentage of your estate, fixed amount, or contingency statement which will direct an eventual gift to the YWCA Madison, Inc.

  • Creating a trust or life estate agreement that eventually directs all or part of the principal or earnings to the YWCA Madison, Inc.

  • Establishing a Charitable Gift Annuity to benefit the YWCA Madison, Inc.

We encourage you to consult with your financial adviser, estate planner, and tax professional to assist you in making a thoughtful and effective estate plan. Working with these professionals will help you to fully evaluate personal and family issues of importance to you as well as your wishes for any charitable donation to the YWCA Madison, Inc.

Have you included the YWCA Madison, Inc. in your estate plans?
Let us know by reaching out to YWCA Madison Director of Development, Jen Davie.

YWCA Madison’s tax ID information

Legal name: YWCA Madison

Address: 101 E Mifflin St. Suite 100, Madison, WI 53703 

Tax ID #: 39-0806303

YWCA Madison is a 501(c)(3) registered nonprofit. 

Questions? Please contact us at (608) 257-1436 or email us.

Ways to give a planned or legacy gift to YWCA Madison

Will or trust

Making a gift through your will or revocable living trust is a simple and flexible way to impact our work for years to come.

Gifting through your will or trust allows you the flexibility of specifying a dollar amount or a particular asset, such as real estate or stock. It also allows you to donate either a percentage or remainder of your estate. 

Retirement assets

You can allocate any of your unused retirement assets as a gift to our mission, helping to empower women and end racism.

These gifts can include retirement accounts, such as a 401(k), 403(b), or IRA; health savings accounts; donor advised funds; brokerage accounts; and other financial accounts, including CDs, money market, savings, and checking, that allow transfer on death (TOD) or payment on death (POD) designations.

Life insurance

You can name YWCA Madison as a primary life insurance beneficiary or as a contingent beneficiary should your other beneficiaries not survive you.

You may name YWCA Madison as a full, partial, or contingent beneficiary of any policy. Don’t forget employer-sponsored life insurance offered at no cost to you.

You may donate outright a life insurance policy that is no longer needed. YWCA Madison would have the option of either holding or surrendering the policy to receive the current cash value.

Charitable gift annuity

When you make a charitable gift annuity, you can realize tax savings, secure your retirement by receiving reliable annual income, and support the future of YWCA Madison.

IRA rollover

Make a gift to our mission by rolling over your IRA, and the distribution won't count as taxable income. A qualified charitable distribution (QCD) is a wonderful option for people 70 ½ and older. That's because it allows you to make a gift — from $100 to $108,000 — without the distribution counting as taxable income. 

This giving option is a direct contribution made from your traditional or Roth IRA to a public charity, and it is a great option if you don't normally itemize your charitable deductions.

Stock gifts

A donation of stock is a great way to support the mission of YWCA Madison; plus, you’ll receive a significant tax break from the IRS.

When you donate your appreciated stock, mutual funds, or bonds to YWCA Madison, we sell your gift and use the proceeds to continue our mission.

Donate Stock

YWCA Madison accepts gifts of stock through a broker. Donating stock can have tax-savings benefits for donors and may avoid capital gains tax in some instances. Donors can receive a tax deduction for your contribution to the extent allowed by law.

Please give the following information to your broker:

Investment Custodian: Robert W. Baird & Co
DTC #:  0547
FFC To: 8408-4784, YWCA of Madison, Inc.


Please inform YWCA Madison of your donation after you have completed your request to your broker. We will inform Robert W. Baird & Co. of your stock transfer. Contact Jen Davie, Director of Development.