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Evergreen Foundation

 

Nourishing Dreams of Today and Strengthening Dreams for Tomorrow

Evergreen was conceived by Howard and Ruth Rowland whose dream of a retirement community would provide dignity, comfort, and security. In partnership with the Wisconsin Conference of the United Methodist Church, Evergreen Manor, now called Evergreen, became reality in 1967. The Rowland legacy was born.

Evergreen, a community of faith, opportunities and choices, provides for age-related changes; fosters personal and spiritual growth; encourages independence and wellness for people of all faiths and abilities. We burst with pride over the endless, life-long learning opportunities and services we offer for residents of all abilities.

Evergreen, a community of inspiration and joy, strives to meet the physical, social, intellectual, emotional, vocational, environmental, and spiritual needs of all residents. Our Wellness lifestyle balances the health and well-being of mind, body, and spirit.

The Evergreen Foundation helps secure the Rowlands’ legacy and nourishes the history of Evergreen pride and joy. While giving to the Evergreen Foundation comes in many sizes and through many different ways, its impact remains the same. Giving changes the course of history and has unquestionably changed ours. The generous giving of all donors continues to help Evergreen implement changes, launch improvements, realize growth and pave the way for generations to come.

Evergreen and the Evergreen Foundation together, as family, inspire and nourish one another to see dreams accomplished and the Rowland legacy continued. We give thanks for our Evergreen family - residents, families, staff and friends - and our Evergreen Foundation Family of Friends and Leave a Legacy Guild. We pray for God’s choicest blessings upon all.

For more information, contact Vice President Foundation Advancement Carol C. Staszkiewicz at (920) 237-2120 or email This email address is being protected from spambots. You need JavaScript enabled to view it..

Carol Staszkiewicz

Annual Appeal

Giving Impacts Everyday Life. At Evergreen!

In sharp contrast to the lofty, long-range goal of our Building Community Campaign, the purpose of our 2016 Annual Appeal is to help support the work we do each day. These are the simple things - so necessary and easily taken for granted - that contribute to the comfort, enjoyment and enrichment of Everyday Life. At Evergreen!

The 2015 Annual Appeal income realized an increase from 2014 in donated dollars, in numbers of donors, and in the number of individual gifts.

  • The total of $206,525 gifted to the Evergreen Foundation was received in the following ways:
    o $143,048 came from 379 individuals through 851 separate gifts;
    o $63,477 came from bequest income;
    o $45,944 was unrestricted;
    o $97,104 was restricted for special purposes/projects.
  • Four individuals joined the Leave a Legacy Guild. Planned Gift members inform us they named Evergreen as a beneficiary in their estate plans.

We are grateful for all our donors. You make a difference because of your belief in our efforts. You make an impact on Everyday Life. At Evergreen!

For more information, contact Vice President Foundation Advancement Carol C. Staszkiewicz at This email address is being protected from spambots. You need JavaScript enabled to view it. or (920) 237-2120.

Donor Recognition

Evergreen's quality care, lovely grounds and innovative living options are made possible through the support of our generous donors who are recognized in a number of ways.

The Founders Grove Recognition Wall

Located in the Evergreen Manor Building lobby, this beautiful display was designed especially for Evergreen as a special tribute to significant benefactors. Individual plates inscribed with donors' names are placed among the pine boughs of the Evergreen trees and on the granite boulders below. This artistic and impressive Founders Grove expresses our gratitude for our donors who have demonstrated the spirit of giving.

Recognition Events

All donors and volunteers are honored each year at a special reception held at Evergreen. Donors whose gifts to the Foundation exceed $250 during the calendar year are invited to attend the highly-anticipated annual World of Thanks celebration held off-campus.

Family of Friends Report

All donors belong to the Evergreen Family of Friends and are recognized in the annual Family of Friends Report in the Green Leaves newsletter.

 

Separate recognition is given to Campaign donors throughout the duration of the Campaign.

Leave a Legacy Guild

Giving Changes the Course of History

Legacy Giving History
Evergreen’s history of legacy giving began in 1982 with its first bequest received. In 1988 Evergreen’s first significant bequest came from founder Howard Rowland. Rowland’s dream for Evergreen was secured through the Howard Rowland Trust whose annual earnings continue to help offset Evergreen’s benevolent need each year.

By the year 2000, Evergreen realized from 59 estate donors bequests totaling $2,412,000. Fifteen years later an additional 52 bequests generated $5,312,685, thus bringing a total of $7,724,685 from 111 estates.

Since its beginning, Evergreen has reaped many benefits through the Rowlands’ legacy of faith. It has inspired Evergreen to change, improve and grow. Likewise, the Evergreen Foundation has reaped the benefits of the Rowlands’ legacy of generosity. It has inspired many to help change the course of Evergreen history.

Legacy Giving Planned Today for Tomorrow
Legacy giving impacts lives legacy donors may never know. As with all kinds of giving, legacy giving comes in many different ways. Yet all giving is alike: it makes a difference, and it comes from the heart!

Requests for information about making a gift to the Evergreen Foundation through your estate may be directed to the Vice President of Foundation Advancement at 920-237-2120. Please consult your legal or financial planner for information specific to your estate.

Leave a Legacy Guild
The Leave a Legacy Guild is comprised of both planned giving and bequest donors. Planned giving donors have informed us that Evergreen is a beneficiary in their estates; bequest donors’ estate gifts have been received by Evergreen.

Legacy planned giving continues to see its upward spiral. Between 2000 and 2015, the Leave a Legacy Guild welcomed 43 new members. Periodically we are given notice of receiving unexpected estate gifts. While we are gratefully surprised, our growing the Leave a Legacy Guild membership has many purposes. Knowing of our planned giving members’ plans enables us to express our loving gratitude during their lifetimes. It also enables us to share with the entire Evergreen community our heartfelt appreciation for their generous and loving foresight.

Leave a Legacy Guild Benefits
You are invited to gift the Evergreen Foundation through your will or other estate plan and become a Leave a Legacy Guild member. You will help keep the Evergreen dream alive through your compassion and dedication to the work we do. In addition to remembering your heirs, you can choose from many different estate tools to remember Evergreen while possibly reaping tax advantages.

  • You can name your estate plan as unrestricted to be used for most needed projects or restricted for specific purposes.
    o Unrestricted funds are used for purposes as determined by the Foundation Board of Directors;
    o Restricted funds can be identified for your special interest; for the endowment fund whose interest may be used annually; or for the benevolent fund used for residents who outlive their financial resources.
  • You will be gratefully appreciated for having named Evergreen as a beneficiary in your estate plan.
    o You will be invited to an annual reception with members of the Foundation, Evergreen and Village Boards of Directors;
    o Unless you choose to remain anonymous, you will be recognized on the Founders Grove Recognition Wall and in the annual Foundation spring issue of Green Leaves.
  • You will experience the satisfaction of planning to impact the lives of Evergreen residents for generations to come.
  • You will help continue the Rowlands’ legacy of generosity by inspiring others to follow your example.


For more information, contact Vice President Foundation Advancement Carol C. Staszkiewicz at  This email address is being protected from spambots. You need JavaScript enabled to view it. or (920) 237-2120.

Ways To Give

Giving Honors Your Passions and Helps Others

GIVING to the passions that inspire you provides you with the satisfaction of knowing you have helped others in ways that are precious to you. GIVING to the Evergreen Foundation impacts Everyday Life. At Evergreen!

GIVING also offers you the benefits of belonging to our Family of Friends and blesses you with the joy of giving.

  • You can designate the purpose of your gift to any of the following:
    • The benevolent fund for residents who have outlived their financial resources;
    • The endowment fund whose interest may be used annually;
    • The unrestricted fund whose use is determined by the Foundation Board of Directors;
    • The restricted fund of your choice.

  • You can identify gifts as honorariums to commemorate special occasions for your loved ones or as memorials to remember them.

  • You can make gifts of any amount and kind (e.g. cash, stocks, bonds, property).
    • Donors of $100,000 gifts or more are eligible for naming opportunities;
    • Donors of one-time or cumulative gifts reaching $10,000 receive a
    pinecone pyramid specially designed for Evergreen donors;

  • Donors who do not choose to remain anonymous are recognized in the annual Family of Friends Donor Report for gifts, bequests and planned gifts made during the previous calendar year; campaign donors who do not choose to remain anonymous are recognized on Campaign Recognition Walls.

  • You may realize charitable deductions, tax savings, and/or income for life through various estate planning tools. Federal and many state tax laws make it possible to reduce or eliminate gift, estate, capital gain, and income taxes on funds given to charities.


Giving with IRA Charitable Rollover Legislation
The Protecting Americans from Tax Hikes (PATH) Act as amended in 2015 makes the IRA Charitable Rollover permanent law. This is an important giving vehicle for our donors who are age 70 1/2 or older because it allows you to transfer up to $100,000 annually from your IRA accounts directly to Evergreen without having to pay income tax on the money. This opportunity applies only to IRAs and
not to other types of retirement plans. You may not receive any goods or services in return for the rollover gift in order to qualify for tax-free treatment.

Requests for information about giving to the Evergreen Foundation, to select which Evergreen Foundation materials to receive, or to remove your name from specific mailing lists may be directed to the Vice President of Foundation Advancement at 920-237-2120.

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