Please consider a gift to The Threshold Foundation. Your gift will continue to give for years to come!
It Starts With Estate Planning
What Exactly is Estate Planning?
Nearly everyone has an estate. Your estate consists of everything you own – your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. Regardless of the size, everyone has an estate and one thing is definite – you need to make that plan before you pass away.
Making a plan in advance and naming whom you want to receive the things you own after you pass gives assurance that your loved ones will receive your assets.
FACT: Estate planning is not just for retirees or the wealthy. FACT: An Estate plan begins with a will or living trust. FACT: Many people don’t plan. FACT: Estate planning doesn’t need to cost an arm and a leg. FACT: Without a plan, a plan will be made for you by your state.
Now is the time to make that plan. Don’t let someone behind a desk make decisions for you and those you leave behind! Talk with your family, then meet with your financial planner and attorney to learn your options and choose what best aligns with your wishes.
You may know about our Threshold Foundation, which holds the key to our success for the future through endowment funds, but……
what is the Greater Milwaukee Foundation?
The Greater Milwaukee Foundation is a trusted organization which acts as a conduit to help the Threshold Foundation plan for a secure future with annual operating support made possible through an agency endowment fund.
Wait…..I thought the Threshold Foundation handled endowments. It still does! The Foundation Board looked closely at our investments and voted to move some of our investments into the GMF endowment fund, to help create more awareness to our donors and to invest in a larger pool with greater earning potential. Many of our local donors are already aware of the GMF and by having a Threshold Foundation Fund established through them, we are offering our donors yet another way to help sustain the Threshold for years to come!
How do I learn more about the Threshold Foundation Fund and the Greater Milwaukee Foundation? As always talk with your financial advisor first. You may also contact the Threshold at 262-338-1188, visit our website: thresholdinc.org and visit the GMF website: greatermilwaukeefoundation.org
We believe you will find this pairing of the GMF and the Threshold Foundation a positive, healthy and strong move on the part of our Foundation Board!
Click here to link to the GMF Website for more information about Agency Endowment Funds.