How to Leave a Legacy Gift

A legacy gift simply means that after your life is over, your giving continues to make a difference.

You can make a Legacy Gift in the following ways:

Wills:  Include the Cardinal Dery Foundation in your will.  If your will is already written, a simple codicile can be added.  Talk with your attorney or contact the Cardinal Dery Foundation and we will send you a sample.

Trusts:  A Testimentary Trust can name the Cardinal Dery Foundation as a beneficiary.  You can also establish other types of trusts, including a Charitable Remainder Trust (you receive payments while you are alive, with the remainder going to the Cardinal Dery Foundation and/or other charities when you die), a Charitable Lead Trust (a small per centabe of the trust goes to charity each year until you die, with the remainder going to your family or other beneficiaries).  Talk with your attorney, a bank Trust Officer or your Tax Advisor about these options.

Life Insurance:  Name the Cardinal Dery Foundation as a full or partial beneficiary of an insurance policy.  You may continue to own the policy, or you may "gift" it to the Cardinal Dery Foundation or other charity.  Speak with your attorney, your insurance agent and/or your tax attorney for complete information.

To discuss any of these opportunities with a member of the Cardinal Dery Foundation, please call us at (414) 278-0170 or (414) 379-8020.  We are not attorneys and cannot give legal advice, but we are able to tell you about each of these options and help you find the proper representative to help you put them into effect.

The Cardinal Dery Foundation is a 501(c)(3) Charity devoted to significantly improving the physical, spiritual and intellectual lives of the people of Ghana by providing these basics: clean water, education and health care. Please contact us if you would like a speaker to address your organization, or if you are interested in making a donation.  Our contact information is: Phone: 414-278-0170   Fax:414-278-1169   Email:wbc@candwmilw.com   Address: 7127 N. Green Bay Avenue, Glendale, WI 53209
© 2019 The Cardinal Dery Foundation