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Planned Giving

Make a lasting impact on your community with a planned gift to Wilder

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When you make a planned gift to Wilder, you join generations of community members to multiply our impact on critical issues. Wilder was created by planned gifts from the wills of Amherst H. Wilder and his family. Through direct services, research, and building community, we have improved people’s lives and strengthened the community since 1906. Making a planned gift to Wilder can be a meaningful way to reflect your life and values.

Contact Anne Rodenberg for more information about Planned Giving at Wilder:
anne.rodenberg@wilder.org | 612-747-2772

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“It’s very important to me that Wilder be able to continue to step up and take on issues that others either cannot or are not willing to take on."

Ken Rothchild

Find out why Ken and Nina Rothchild give to Wilder.

A planned gift typically comes to fruition after your lifetime. The goal of planned giving is to help you set up your estate and charitable giving in a way that benefits you, your family, and the organizations and causes that matter to you.

Bequest in Your Will or Trust

Your Goal
Control your assets during life, and make a charitable gift upon your death. You may benefit from an estate tax charitable deduction.

How It Works
Designate Wilder as the beneficiary of your asset by will or codicil, trust or another instrument. A bequest may include cash, securities, real estate or other property.

Beneficiary Designation

Your Goal
Use a retirement account, life insurance policy or other non-cash asset to support Wilder after you pass away.

How It Works
Complete and return a form provided by your plan administrator. You can change your beneficiary designation at any time.

IRA Rollover

Your Goal
Satisfy the required minimum distribution for your Individual Retirement Account while making a tax-free gift to Wilder.

How It Works
Contact your IRA plan administrator to request a gift to Wilder. Starting at age 70 ½, you may give up $100,000 directly from your IRA.

For more information, read Investing in Wilder Through Your IRA.

Endowment

Your Goal
Use your assets to contribute to the permanent sustainability of Wilder and our programs.

How It Works
You can make a gift to an existing endowment or create your own at Wilder. With a minimum gift of $100,000, you can establish a fund that will provide a permanent source of funding to Wilder programs. An endowment can be created with a gift of cash or stock or by beneficiary designation of your retirement assets, life insurance policy, or will or trust.

Committing to this will be the achievement of my lifetime.

Kathryn Schleich, volunteer and funder of an endowment for school success at Wilder

Kathryn Schleich, Wilder Heritage Partner, donor and volunteer

Start a Conversation with Us About Planned Charitable Gifts

If you are considering a planned gift to Wilder—or if you just want more information—please complete the form or contact Anne Rodenberg, Director of Individual Giving, for more information about your options for planned giving and how your gift can lay the groundwork for future generations to come.

When you make a planned charitable gift, you become a valued member of Wilder's Heritage Partner Society. Donors who are part of the Heritage Partner Society are invited to special events and recognized in the Wilder Annual Report.

Resources for Planned Giving at Wilder

We recommend that you consult with your attorney or financial adviser about your planned gift intentions. You can find sample forms and documentation below.

Sample Bequest Language

I give the Amherst H. Wilder Foundation, currently located at 451 Lexington Parkway North, Saint Paul, Minnesota 55104, with Federal Tax ID # 41-0693889, (_________ % of the residue of my estate) or (the sum of $__________), to be used by the Amherst H. Wilder Foundation wherever the needs and opportunities are greatest.

While unrestricted gifts allow Wilder to allocate funds to areas of greatest need, we may agree to accept a bequest designated for a special purpose. In order to ensure the evolving needs of the people we serve are met, we request that the following language be included in any gift instrument involving a restricted gift:

In the event that at some future time due to changed circumstances, or in the judgment of the Amherst H. Wilder Foundation’s Board of Directors, it becomes impractical to apply my bequest to the designated purpose(s), the Amherst H. Wilder Foundation is directed to modify the restriction with respect to my bequest, so as to serve a purpose as near as possible to my intended restriction, but to also be of use to Wilder.

Federal Tax ID

The Amherst H. Wilder Foundation is a tax-exempt nonprofit organization recognized by section 501(c)(3) of the Internal Revenue Code, with tax ID #41-0693889. Contributions are deductible as allowed by law.

Sample Request for Qualified Charitable Distribution to Wilder

Download the Sample Request from Plan Owner to IRA Administrator for Qualified Charitable Distribution (QCD) to Wilder.

Download “Including Wilder in Your Estate Plan” for sample language, forms for documenting your intentions and more.

Download the Bequest Intention

I want our students to be healthy mentally and emotionally. That is critical for their success as adults.

Mai Kou Xiong, Wilder Donor Who Created Planned Gift to Support Wilder

Mai Kou Xiong, creator of a planned gift for Hmong youth at Wilder

Wilder donor Vi Hertog’s childhood during the Great Depression inspires a life of giving

Throughout her adult life, Violet Hertog has helped others wherever and however she could. When Violet, better known as Vi, and her late husband John lived in Seattle, she volunteered in food pantries. In cities like Mandan and Jamestown...More about this story »

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Planned Giving

Make a lasting impact on your community with a planned gift to Wilder

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Find out why Ken and Nina Rothchild give to Wilder.

Learn about Planned Giving