Ways To Give

Every gift matters! Contributions go directly to the Eastcastle Place fund of your choice or to our general fund, depending upon instructions.

In Memoriam/In Honor of/Tributes
Consider a contribution to Eastcastle Place to remember and honor anniversaries, birthdays, holidays, and life events. Your gift can acknowledge a loved one, a special occasion, or a special memory. Include your name, address, phone number, AND the name of the person or event being acknowledged as well as the name of anyone you wish to be notified of your donation.

Planned Giving – Leave a Legacy 
By planning a gift through your will, trust, or other means, you make a meaningful and lasting difference by helping us ensure that Eastcastle Place continues its mission for generations to come. We invite you to be part of Eastcastle Place’s future by supporting future generations.

Gifts in Your Will and Trust 
You can make a gift to Eastcastle Place through your will or trust. This document provides an example of how you can include a bequest to Eastcastle Place in your estate plans. If you have any questions or would like to inform us of a planned gift, please contact us at (414) 963-8425 or email Michael Brever, Director of Philanthropy at [email protected].

Beneficiary Designations: Life Insurance, Retirement Plan, Bank Accounts
You can make Eastcastle Place beneficiary of a retirement plan, life insurance, bank account, or other account. These gifts are easy to make and can be tax beneficial. Every gift matters.

Gifts That Pay You Income
A charitable gift annuity (CGA) is a way to support Eastcastle Place while providing income for yourself now and into the future and gaining tax benefits today. A CGA is a contract between you and Eastcastle Place in which you donate to Eastcastle Place and in return, you receive a steady, fixed income stream for life. At the end of your lifetime, the remaining donation goes to support Eastcastle Place’s life-changing programs.

Workplace Giving and Employer Matches

Payroll Deductions 
Your company may allow employees to contribute to the nonprofit of their choice through payroll deductions. Some employers do this through nationally known organizations such as United Way or the Combined Federal Campaign for Federal Employees. Large corporations such as PG&E and Wells Fargo have their own workplace giving divisions.

If you would like to support Eastcastle Place through payroll deductions, we encourage you to consult your human resources department to find out if your employer offers a workplace giving program.

Matching Gifts
Your employer may match your gift to Eastcastle Place, allowing you to increase the power of your donation. The amount of the match varies but can be as much as double the amount you donate. We encourage you to consult your human resources department to find out if your employer offers a matching gift program. If they do, follow their guidelines to donate and initiate a match.

If they have a form that needs to be sent to us, please fill it out and email or mail it with your donation to:

Eastcastle Place
2505 E. Bradford Avenue
Milwaukee, WI 53211

[email protected]

Securities and Other Ways To Give

Stocks, Bonds and Mutual Funds
A gift of appreciated stocks, bonds or mutual funds is an excellent way to make a meaningful impact at Eastcastle Place while lowering your tax liability. When you donate appreciated stocks, bonds or mutual funds, you receive an income tax deduction for the market value of the asset on the date of transfer. You also avoid capital gains taxes on the appreciation. Please contact us to discuss and to obtain Eastcastle Place’s brokerage account and clearing numbers.

Donor Advised Funds 
A Donor Advised Fund, or DAF, is a kind of charitable account in which a donor makes a tax-deductible gift to the account and can donate money to specific organizations at a later date. While donors receive tax benefits at the time they give to a DAF, charitable organizations don’t receive any benefits until a grant is made.

If you have a DAF, you can make a difference today! Contact your DAF manager to recommend Eastcastle Place for a grant.

Qualified Charitable Distributions From Individual Retirement Accounts 
If you are 70.5 or older and have an Individual Retirement Account (IRA), you can make a meaningful impact through an IRA charitable rollover, also called Qualified Charitable Distribution (QCD). A QCD counts toward your Required Minimum Distribution but does not count as taxable income. Giving to Eastcastle Place through an IRA QCD is an easy and effective way to simplify your tax return and increase your impact to help older adults stay in their beloved home. To make a tax-free gift from your IRA, contact your account manager or financial professional.

Donate to a Fund of Eastcastle Place

Target your donation to a specific area of interest for you and your family. Examples include:

• Greatest Need Fund
• Capital Improvement Fund
• Employee Appreciation Fund
• Empowerment Fund

Contact Us

We want to meet you and start a conversation about giving to Eastcastle Place. For any of Eastcastle Place’s ways to give, programs, matches, tributes, or transfer information, you or your representative can contact (414) 963-8425 or email [email protected].

Eastcastle Place is a 501 © 3, EIN 39-0830668. Thank you for your contributions to help us continue to CARE for community members at Eastcastle Place for another 140 years!