Planned Giving

Plan Now - Give Later

 

Now you have a way to create a legacy that will help ensure CIS remains ready to provide education to the future of clinical immunology.

 

Give with the greatest impact and in the easiest way: include the CIS Foundation in your will or estate plans. These types of gifts – including wills, trusts, retirement plans, real estate, and bequests – are a wonderful way to ensure that CIS’s work can be carried on into the future. It is a way to leave your mark and ensure the legacy you leave is a legacy of change. Download the fillable PDFs below and return to the CIS Office.

 

Bequest Language for Estate Planning             Irrevocable Bequest Pledge Letter Agreement

Gift of Stock

Thank you for your interest in making a charitable gift to the Clinical Immunology Society (CIS) Foundation in the form of a Stock Transfer. Donating appreciated securities often allows donors to make a bigger philanthropic impact and to receive greater tax advantages than donating cash or selling the stock and donating the proceeds. By donating appreciated securities, you bypass capital gains tax and may deduct the fair market value of your gift.


To make a donation of stock to CIS (tax ID# 52-1469030), please note the following:

  • Brokerage House: Merrill Lynch
  • Account Name: Clinical Immunology Society – Foundation Acct
  • DTC Number: 8862
  • Reference: Donor Name (Including your name will ensure the gift is properly acknowledged.)

 

Stock Transfer Form

 

In order to appropriately credit you with the gift, please contact Anne Krolikowski, Executive Director upon the completion of the transaction.

Beneficiary Designations

Donors may designate the Clinical Immunology Society Foundation as the beneficiary of your IRA, life insurance policy, investment account, or qualified retirement plan. Beneficiary forms are available by contacting the organization that manages your accounts or insurance policy.


The following language can be used on the beneficiary form:


Clinical Immunology Society Foundation
555 East Wells Street, Suite 110
Milwaukee, WI 53202
Employee Identification Number: 52-1469030

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