Planned Giving

Supporting families with planning, resources, and financial assistance to secure the future of loved ones with special needs.

Planned or Legacy Giving

At MCC our commitment to compassion, empowerment, integrity, collaboration, advocacy, inclusivity, and sustainability, forms the foundation of our work. Now, you have the opportunity to make your legacy a part of ours.

By including MCC in your estate plans, you can continue to support the people and causes you care about long into the future. Whether your estate is modest or substantial, the thoughtful decisions you make today can ensure that the values most important to you continue to thrive.

What is Planned Giving?

A planned gift is a powerful way to achieve your personal financial goals while also providing Morgan’s Caring Connection with essential, long-term support.

By customizing a gift that aligns with your financial, estate, and tax plans, you can enjoy tax benefits, secure your financial future, and make a lasting contribution to the future of Morgan’s Caring Connection.

As you consider your planned giving options, you have the flexibility to designate your bequest toward areas where Morgan’s Caring Connection has the greatest need, or you can focus on a specific aspect of our work that resonates deeply with you.

We encourage you to consult with a professional advisor such as a lawyer or financial planner to explore the options that best suit your financial situation. They can help you maximize the benefits available under current tax laws while fulfilling your legacy goals.

If you have questions or wish to discuss a different way to leave a legacy gift to Morgan’s Caring Connection, please contact Janis Strutt at 608-999-1474 or janis@morganscc.org. We would also appreciate it if you could inform us of your planned legacy gift, so we can recognize your generosity and commitment.

Planned Giving Options:

You can include a provision in your will or living trust that allocates a portion of your estate to a designated beneficiary, such as Morgan’s Caring Connection. Making a bequest offers several advantages:

Significant Impact:

You can make a substantial contribution while retaining control over your assets during your lifetime.

Tax Benefits:

Your estate may qualify for federal tax deductions, potentially reducing the overall tax burden.

Enduring Legacy:

Your generosity will create a lasting impact, supporting families with special needs dependents in our community.

Through your estate, you can bequeath cash, securities, real estate, and tangible personal property, such as artwork, to Morgan’s Caring Connection. There are various types of bequests, each requiring specific language in your will. For detailed instructions, you can download our recommended bequest wording or contact Janis Strutt at 608-999-1474 or janis@morganscc.org with any questions.

Qualified Charitable Distributions (QCDs)

At Morgan’s Caring Connection, we understand the importance of securing a legacy that reflects your values and passion for helping others. One powerful way to contribute to our mission while benefiting from tax advantages is through a Qualified Charitable Distribution (QCD).

What is a QCD?

A Qualified Charitable Distribution allows individuals aged 70½ or older to donate up to $100,000 per year directly from their Individual Retirement Account (IRA) to a qualified charity like Morgan’s Caring Connection. By making a QCD, you can fulfill your Required Minimum Distribution (RMD) without increasing your taxable income.

Why Choose a QCD?

Tax Efficiency:

QCDs offer significant tax advantages. Since the distribution goes directly to the charity, it is not included in your taxable income, which can help reduce your overall tax liability.

Satisfy Your RMD:

If you are 73 or older and required to take an RMD, a QCD can satisfy this requirement while supporting a cause you care deeply about.

Make a Meaningful Impact:

Your QCD will directly support Morgan’s Caring Connection’s mission to provide grants and resources to families with special needs dependents. Your gift will help secure the future of those who need it most.

How to Make a QCD

Making a Qualified Charitable Distribution is straightforward:

Contact Your IRA Custodian:

Reach out to your IRA custodian to inform them of your intent to make a QCD to Morgan’s Caring Connection.

Provide Our Information:

You will need to provide the following details to your IRA custodian:
Legal Name: Morgan’s Caring Connection, Inc.
Tax ID: 99-1496531
Address: 801 W. Verona Ave., Ste. B #107, Verona, WI 53593

Specify the Amount:

Let your IRA custodian know the amount you wish to contribute, up to $100,000 per year.

Notify Us:

Please inform us of your generous contribution so we can ensure your gift is used according to your wishes.

Your Legacy, Their Future

By choosing to make a Qualified Charitable Distribution, you not only gain financial benefits but also leave a lasting legacy. Your support will help families plan for the future of their special needs dependents, ensuring they receive the care and resources they deserve for years to come.

For more information or assistance with making a QCD, please contact us. Together, we can make a difference that echoes through generations.