Planned Giving

What will your Gardens’ legacy be?

By including Monk Botanical Gardens in your will, trust, and other estate plans, you are creating an investment of a lifetime, and ensuring the Gardens educational opportunities and engaging gardens will be offered in your community for generations to come.  For expected estate gifts of $100,000 or higher, please ask us about permanent naming opportunities. 

Celebrate the Gardens’ Future

Planned gifts to Monk Botanical Gardens are gifts that you believe in and commit to in perpetuity – indefinitely. It is an enduring way to show others what you value most. By planned giving with Monk Botanical Gardens, you are connecting the community to plants and nature; changing lives for years to come. 

We are grateful for your interest in the Perennial Legacy Society. The Society is comprised of individuals like yourself who believe in the positive and powerful impact of Monk Botanical Gardens throughout our community.

If you have already included the Gardens as a beneficiary in your will, trust, retirement account or other estate plan, please share the good news! We would like to thank you appropriately and invite you to Perennial Legacy Society sponsored events.

To notify us of your gift intent, or to discuss a planned gift, please contact Darcie Howard at 715-261-6309 or [email protected]. Through your estate or planned gift, you can say a very generous and tangible “yes” to creating a dynamic future for Monk Botanical Gardens.

Benefits
  • Your estate may qualify for a tax deduction when it fulfills your bequest.
  • You will keep control over your assets should you need them during your lifetime.
  • You will retain the flexibility to modify your gift anytime, should your circumstances or desires change.
  • You will become a member of our Perennial Legacy Society.
  • The impact of your gift will continue in perpetuity if left to endowment.
  • You will make a gift to Monk Botanical Gardens that may be larger than any gift you could make during your lifetime.
  • You can instruct how the funds will be used.
What to Give
  • Gifts of Stock and Bonds
  • Retirement Assets (IRA, 401k, 403b, pension, or other tax deferred plan)
  • Cash
  • Life Insurance Policies
Ways to Give
  • Bequests – You designate our organization as the beneficiary of your asset by will, trust, or beneficiary designation form.
  • IRA Charitable Rollover – Gifts from your IRA are a smart way to support the Garden, and may have significant, additional tax benefits depending on current legislation.
  • Charitable Remainder Unitrust and Charitable Remainder Annuity Trust – You transfer your cash or appreciated property to fund a charitable remainder unitrust or annuity trust. The trust sells your property tax free and provides you with income for life or a term of years.
  • Charitable Lead Trust – You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
Ways You Can Define the Amount of Your Bequest
  • A gift of a particular amount of money (e.g., $250,000).
  • A gift of a specific item or items (e.g., 1,000 shares of ABC Corporation).
  • A gift that will be made from the remainder of your estate once all other bequests, debts, and taxes have been paid (e.g., you give 25% of the rest, residue, and remainder of your estate). Often called a “residuary bequest,” this approach assures that your family and debts will be taken care of before your estate makes a bequest to Naples Botanical Garden.
To name the Garden as a beneficiary, please designate your gift as follows

Legal Name: Robert W. Monk Gardens, Inc

Federal Tax ID: #90-0181069

Tell Us!

Notifying us of your intended gift will allow the Gardens to honor your wishes and help you ensure that your gift makes the biggest impact possible. Kindly notify the Gardens of your intentions by contacting:

Darcie Howard
Executive Director
Monk Botanical Gardens
518 S 7th Ave
Wausau, WI 54401

715-261-6309 or [email protected]

Please consult your tax and financial advisor. Monk Botanical Gardens does not provide tax or investment advice.