Make a donation:
Ways to Give
The Oakwood Foundation is committed to providing quality housing, health care and life enrichment opportunities for older adults throughout the Madison area. As our population ages and demand for our services grow, your gift today ensures that older adults are treated with the dignity they deserve and enjoy the highest level of independence possible as they journey through their later years.
Credit card: Click here to make a secure donation online with your credit card. We currently accept Visa, MasterCard, American Express, and Discover. You may choose to make a one-time gift, set up monthly recurring gifts, or make a tribute gift in honor of someone special. If you would prefer to make your gift over the phone, please call Martha Truby, Donor Relations and Data Manager, at (608) 230-4209.
Check: You may also send in your check made payable to "Oakwood Foundation, Inc." to:
6201 Mineral Point Rd
Madison, WI 53705
Appreciated Stock: When you make a gift of appreciated stock, you receive a charitable deduction equal to the full fair market value of the securities and pay no capital gains tax on your gift. To support the Oakwood Foundation using appreciated stock, instruct your firm in writing to deliver the desired securities to RBC Wealth Management, DTC# 0235, with further credit to Oakwood Foundation, account #30664709. Unless you wish to remain anonymous, please request that your firm include the donor's information (your name) with the transfer.
Employer Match: Your gift could go twice as far. Be sure to check with the HR department of your employer to find out if your gift is eligible to be matched. If your matching gift program requires a printed form, please complete the form and mail it to the Oakwood Foundation at the address listed above. You may also fax it to: (608) 230-4489.
Leave a legacy
Bequest: One of the easiest ways to leave a legacy is by including the Oakwood Foundation in your will or living trust. Please ask your estate planner to include the following language: "I/we hereby give, devise, bequeath to the Oakwood Foundation, Inc., a nonprofit, non-stock Wisconsin corporation with its principal office in Madison, Wisconsin" followed by either a) a specific gift amount or b) percentage of the balance remaining in your estate or trust to benefit the Oakwood Foundation.
Charitable Gift Annuity (CGA): When you set up a CGA, you make a gift of cash or stock to the Oakwood Foundation and in return you receive dependable, fixed income for life. A qualified charitable gift annuity is not insurance under the laws of this state and is not subject to regulation by the commissioner of insurance of Wisconsin or protected by an insurance guaranty fund or an insurance guaranty association.
Gift of Insurance: If you own a life insurance policy that you no longer need, you can support our mission by naming the "Oakwood Foundation, Inc." as the beneficiary on your policy. A paid-up policy produces a charitable deduction in the amount of the policy’s cash surrender value or basis, whichever is less.
IRA and Retirement Plan: You may also make a gift through your IRA, 401(k) or other qualified retirement plan. Simply designate the Oakwood Foundation to receive all or a portion of the balance of your plan through your plan’s administrator. This allows you to avoid exposure to income and estate tax that you might face if you designate this to your heirs, and you can continue to take regular lifetime withdrawals.
Other Ways to Give
Volunteer Service Opportunities:
Click here to learn about volunteer service opportunities with Oakwood Village.