Benedict Society:  support Holy Wisdom in perpetuity

Some examples of planned gifts include:

• bequest through a will or trust
• charitable gift annuities
• charitable remainder trusts
• charitable lead trusts
• real estate
• life insurance
• retirement accounts plan, or a life insurance policy, you can designate the Benedictine Life Foundation of Wisconsin, Inc. (EIN 39-1830847) as a primary or secondary beneficiary of the plan. You need to contact the administrator directly of your retirement plan and ask for a beneficiary form, fill it out, and return to the administrator. You may then wish to notify the Benedictine Life Foundation of your intent in order to receive the benefits of membership in Benedict Society.

Making a planned gift to support the sisters at Holy Wisdom Monastery can be a way for your legacy to live on in support of the ecumenical monastery whose mission is weaving prayer, hospitality, justice and care for the earth into a shared way of life as an ecumenical Benedictine community. If your values line up with the sisters’, then it can be a wonderful way to ensure that future generations can participate in our mission and ministries.receive the benefits of membership in Benedict Society.

If you are interested in designating the sisters in your estate plans, please contact your attorney or other agent that can help you get started. If you are interested in bequeathing a percentage or specific dollar amount in your will or trust, please refer the following language to your attorney or other agent who is helping to prepare your will or trust:

I give, devise, and bequeath (insert amount of gift or percentage of estate, or residuary of estate) to the Benedictine Life Foundation of Wisconsin, Inc. (EIN 39-1830847), or its successor organization, located in Middleton, Wisconsin, to support its activities in Wisconsin.

How do I make the sisters at Holy Wisdom Monastery a beneficiary of my retirement plan or life insurance policy?

If you have a 401k or other retirement plan, or a life insurance policy, you can designate the Benedictine Life Foundation of Wisconsin, Inc. (EIN 39-1830847) as a primary or secondary beneficiary of the plan. You need to contact the administrator directly of your retirement plan and ask for a beneficiary form, fill it out, and return to the administrator. You may then wish to notify the Benedictine Life Foundation of your intent in order to receive the benefits of membership in Benedict Society.

If you are interested in more information about planned giving opportunities at Holy Wisdom Monastery, please contact Amy Bonomie, director of mission advancement, at 608-836-1631, x124 or abonomie@benedictinewomen.org. Please also refer to this brochure about planned giving to learn more.