Planned Giving
Your legacy can have a BIG impact. A planned gift to Big Brothers Big Sisters ensures the continuation of our landmark mentoring programs and creates your own legacy of support. Planned giving also offers significant advantages, including tax breaks and a potential income increase.
If you’re considering making Big Brothers Big Sisters part of your trust, bequest, or endowment, please contact our VP of Finance & Administration at (414) 831-4584 or via email.
Donor Advised Fund
A donor advised fund (DAF) is a charitable giving program that allows you to combine the most favorable tax benefits with the flexibility to support your favorite causes. If you have a donor advised fund, DAF Direct enables you to recommend grants to Big Brothers Big Sisters of Metro Milwaukee, directly from your DAF (as long as your DAF’s sponsoring organization is participating).
How does it work?
1. Establish your DAF by making an irrevocable, tax deductible donation to a public charity that sponsors a DAF program.
2. Advise the investment allocation of the donated assets (any investment growth is tax free).
3. Recommend grants to the charities you support, with the option of being recognized or remaining anonymous.