Maximize benefits of life insurance
and qualified retirement plans

Individuals can name Madison Community Foundation as the beneficiary of a life insurance policy, IRA, 401(k) or 403(b). Gifts from IRAs and retirements plans may reduce estate and income taxes. Proceeds may be used to create a new endowment or add to an existing fund.

A Legacy Letter of Understanding created with foundation staff will ensure fulfillment of your charitable wishes.

Click here to view and print a sample Legacy Letter of Understanding.